+20.7%
XYZ vs AEHR
+147.2%
-126.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -6.6% | +21.9% | +15.6% |
| 7D | +16.5% | -5.7% | +22.2% | +16.6% |
| 30D | +15.0% | -41.7% | +56.7% | +17.9% |
| 3M | +3.5% | -44.6% | +48.2% | +5.7% |
| 6M | +21.9% | -28.9% | +50.8% | +19.5% |
| YTD | +34.6% | +201.3% | -166.7% | +8.7% |
| 1Y | +20.7% | +145.3% | -124.6% | +1.3% |
| All | +20.7% | +147.2% | -126.5% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling