+58.1%
XRT vs AEHR
+153.2%
-95.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.2% | +5.4% | -1.4% |
| 7D | -0.4% | +24.2% | -24.6% | -2.0% |
| 30D | +7.5% | -21.2% | +28.8% | +8.5% |
| 3M | +2.3% | -52.8% | +55.1% | +6.6% |
| 6M | +12.8% | -36.9% | +49.7% | +12.0% |
| YTD | +7.1% | +202.3% | -195.3% | -11.8% |
| 1Y | +12.3% | +162.9% | -150.6% | -6.3% |
| All | +58.1% | +153.2% | -95.1% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling