+5.2%
XYZ vs AEHR
+278.8%
-273.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.1% | -1.2% |
| 7D | -3.7% | +19.1% | -22.8% | -4.8% |
| 30D | +0.5% | -10.0% | +10.6% | +0.5% |
| 3M | +16.3% | +1.3% | +14.9% | +13.8% |
| 6M | +21.1% | +133.8% | -112.6% | +6.8% |
| YTD | +22.0% | +373.3% | -351.3% | -2.0% |
| 1Y | +5.2% | +256.2% | -251.0% | -13.8% |
| All | +5.2% | +278.8% | -273.6% | -13.8% |
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 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