-1.5%
XLY vs AEHR
+255.0%
-256.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.1% | -14.4% | -2.0% |
| 7D | -2.0% | +6.7% | -8.7% | -2.3% |
| 30D | -3.1% | -12.7% | +9.5% | -3.0% |
| 3M | -1.8% | -26.0% | +24.2% | -1.7% |
| 6M | -0.9% | +102.2% | -103.1% | -9.2% |
| YTD | -3.4% | +327.2% | -330.6% | -16.7% |
| 1Y | -1.5% | +228.1% | -229.6% | -13.6% |
| All | -1.5% | +255.0% | -256.5% | -13.6% |
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