+3.6%
XLY vs AEHR
+147.2%
-143.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -6.6% | +10.8% | +4.5% |
| 7D | +6.1% | -5.7% | +11.8% | +6.2% |
| 30D | +10.8% | -41.7% | +52.5% | +13.2% |
| 3M | +3.6% | -44.6% | +48.3% | +5.6% |
| 6M | +4.4% | -28.9% | +33.3% | +2.9% |
| YTD | +3.1% | +201.3% | -198.3% | -10.9% |
| 1Y | +3.6% | +145.3% | -141.7% | -8.3% |
| All | +3.6% | +147.2% | -143.6% | -8.3% |
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