+634.6%
XYZ vs AEHR
+1,846.7%
-1,212.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | +12.6% | -8.5% | +21.1% | +13.5% |
| 30D | +10.8% | -29.6% | +40.4% | +14.7% |
| 3M | +8.4% | -43.9% | +52.3% | +14.1% |
| 6M | +14.3% | -38.7% | +53.1% | +13.3% |
| YTD | +31.5% | +195.0% | -163.6% | -3.8% |
| 1Y | +28.1% | +142.3% | -114.1% | -3.5% |
| 3Y | +66.2% | +143.1% | -77.0% | +10.1% |
| 5Y | -62.3% | +162.7% | -225.0% | -78.2% |
| 10Y | +634.6% | +1,940.1% | -1,305.5% | +194.0% |
| All | +634.6% | +1,846.7% | -1,212.1% | +194.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling