+32.9%
XLV vs AEHR
+147.2%
-114.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.6% | +9.6% | +3.0% |
| 7D | +5.5% | -5.7% | +11.3% | +5.5% |
| 30D | +13.3% | -41.7% | +55.0% | +12.8% |
| 3M | +17.4% | -44.6% | +62.1% | +16.8% |
| 6M | +32.1% | -28.9% | +61.1% | +30.8% |
| YTD | +24.0% | +201.3% | -177.3% | +17.8% |
| 1Y | +32.9% | +145.3% | -112.4% | +26.9% |
| All | +32.9% | +147.2% | -114.3% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling