+533.2%
XYZ vs AEHR
+4,488.3%
-3,955.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -2.5% |
| 7D | -1.0% | +6.7% | -7.7% | -2.0% |
| 30D | -1.7% | -12.7% | +11.0% | -0.9% |
| 3M | +16.7% | -26.0% | +42.8% | +17.0% |
| 6M | +26.9% | +102.2% | -75.3% | +6.2% |
| YTD | +27.1% | +327.2% | -300.1% | -7.1% |
| 1Y | +9.3% | +228.1% | -218.9% | -18.2% |
| 3Y | +42.3% | +67.0% | -24.8% | +5.7% |
| 5Y | -69.3% | +928.1% | -997.4% | -83.3% |
| 10Y | +586.8% | +3,269.5% | -2,682.7% | +191.2% |
| All | +533.2% | +4,488.3% | -3,955.1% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling