+46.3%
XLU vs AEHR
+88.1%
-41.8%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -1.6% | +9.8% | -11.4% | -1.7% |
| 30D | -3.3% | -26.7% | +23.4% | -3.0% |
| 3M | -3.2% | -8.1% | +4.9% | -3.2% |
| 6M | -7.0% | +123.1% | -130.0% | -8.6% |
| YTD | +0.6% | +369.0% | -368.4% | -2.5% |
| 1Y | +2.4% | +256.4% | -253.9% | -0.5% |
| 3Y | +46.3% | +96.4% | -50.1% | +35.1% |
| All | +46.3% | +88.1% | -41.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling