+748.5%
AEHR vs ALC
-16.6%
+765.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.2% | +6.5% |
| 7D | +18.5% | -3.7% | +22.2% | +21.1% |
| 30D | -11.9% | -3.7% | -8.2% | -10.4% |
| 3M | -5.0% | +4.6% | -9.6% | -10.6% |
| 6M | +155.0% | -14.6% | +169.6% | +177.0% |
| YTD | +349.7% | -11.9% | +361.5% | +371.3% |
| 1Y | +260.4% | -13.1% | +273.6% | +280.0% |
| 3Y | +83.6% | -15.0% | +98.6% | +89.0% |
| All | +748.5% | -16.6% | +765.1% | +937.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 5y: compounded portfolio wealth divided by compounded ALC 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…
5y analysis · Full analysis span regression · 6 months rolling