+73.5%
XYZ vs AEHR
+148.0%
-74.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +11.6% | -8.0% | +2.4% |
| 7D | +14.9% | +16.2% | -1.3% | +12.3% |
| 30D | +14.7% | -29.3% | +44.0% | +17.6% |
| 3M | +12.1% | -42.0% | +54.1% | +16.0% |
| 6M | +18.3% | -38.5% | +56.8% | +17.4% |
| YTD | +36.1% | +196.2% | -160.2% | +3.7% |
| 1Y | +35.3% | +144.3% | -109.0% | +5.9% |
| 3Y | +73.5% | +158.0% | -84.5% | +30.1% |
| All | +73.5% | +148.0% | -74.5% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling