+889.2%
XLV vs AEHR
+1,793.8%
-904.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -3.6% | +9.8% | -13.3% | -3.8% |
| 30D | -1.8% | -26.7% | +24.9% | -1.2% |
| 3M | +7.8% | -8.1% | +15.9% | +7.3% |
| 6M | +9.1% | +123.1% | -114.0% | +5.4% |
| YTD | +7.7% | +369.0% | -361.3% | +1.7% |
| 1Y | +20.4% | +256.4% | -236.0% | +14.1% |
| 3Y | +30.8% | +96.4% | -65.6% | +23.1% |
| 5Y | +34.6% | +836.6% | -802.0% | +18.9% |
| 10Y | +173.4% | +3,718.1% | -3,544.8% | +122.6% |
| All | +889.2% | +1,793.8% | -904.6% | +639.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling