+41.0%
XRT vs AEHR
+89.8%
-48.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.9% | -2.0% |
| 7D | -2.4% | +19.1% | -21.5% | -3.8% |
| 30D | -6.9% | -10.0% | +3.1% | -6.8% |
| 3M | -0.4% | +1.3% | -1.7% | -2.8% |
| 6M | +2.2% | +133.8% | -131.5% | -9.7% |
| YTD | -0.7% | +373.3% | -374.0% | -19.7% |
| 1Y | -2.0% | +256.2% | -258.2% | -19.3% |
| All | +41.0% | +89.8% | -48.8% | +11.2% |
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 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