+123.0%
XRT vs AEHR
+3,845.4%
-3,722.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +1.3% |
| 7D | -3.2% | +9.8% | -13.0% | -4.0% |
| 30D | -4.5% | -26.7% | +22.2% | -2.6% |
| 3M | -3.1% | -8.1% | +5.0% | -4.6% |
| 6M | +4.2% | +123.1% | -118.8% | -6.6% |
| YTD | -0.1% | +369.0% | -369.1% | -17.3% |
| 1Y | -3.0% | +256.4% | -259.4% | -18.5% |
| 3Y | +41.8% | +96.4% | -54.6% | +16.8% |
| 5Y | -1.3% | +836.6% | -837.9% | -31.9% |
| All | +123.0% | +3,845.4% | -3,722.4% | +28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling