+538.9%
XRT vs AEHR
+541.7%
-2.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +0.8% |
| 7D | +1.7% | +6.4% | -4.6% | +1.2% |
| 30D | +7.5% | -20.3% | +27.8% | +8.2% |
| 3M | +2.2% | -53.8% | +56.0% | +6.0% |
| 6M | +14.7% | -44.8% | +59.5% | +15.2% |
| YTD | +7.5% | +182.2% | -174.7% | -5.4% |
| 1Y | +14.1% | +174.7% | -160.6% | +0.5% |
| 3Y | +58.8% | +143.5% | -84.7% | +33.7% |
| 5Y | -3.9% | +129.9% | -133.8% | -22.8% |
| 10Y | +137.7% | +1,786.8% | -1,649.1% | +56.2% |
| All | +538.9% | +541.7% | -2.8% | +259.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling