-4.5%
XRT vs AEHR
+126.8%
-131.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +1.1% |
| 7D | +1.7% | +6.4% | -4.6% | +1.0% |
| 30D | +7.5% | -20.3% | +27.8% | +8.6% |
| 3M | +2.2% | -53.8% | +56.0% | +8.1% |
| 6M | +14.7% | -44.8% | +59.5% | +15.2% |
| YTD | +7.5% | +182.2% | -174.7% | -14.9% |
| 1Y | +14.1% | +174.7% | -160.6% | -9.6% |
| 3Y | +58.8% | +143.5% | -84.7% | +14.7% |
| All | -4.5% | +126.8% | -131.3% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling