+50.9%
XYZ vs AEHR
+82.4%
-31.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.3% | -8.5% | -3.8% |
| 7D | +2.9% | +18.5% | -15.7% | +0.7% |
| 30D | +1.4% | -11.9% | +13.3% | +1.9% |
| 3M | +14.6% | -5.0% | +19.6% | +11.4% |
| 6M | +20.8% | +155.0% | -134.2% | -0.9% |
| YTD | +23.1% | +349.7% | -326.6% | -9.6% |
| 1Y | +5.6% | +260.4% | -254.8% | -21.1% |
| 3Y | +50.9% | +83.6% | -32.7% | +12.1% |
| All | +50.9% | +82.4% | -31.5% | +12.1% |
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