+917.8%
AEHR vs ALHC
-30.5%
+948.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.8% | +5.4% |
| 7D | +18.5% | -1.0% | +19.5% | +18.8% |
| 30D | -11.9% | -6.3% | -5.6% | -10.7% |
| 3M | -5.0% | -12.3% | +7.3% | -5.0% |
| 6M | +155.0% | -27.0% | +182.0% | +162.3% |
| YTD | +349.7% | -31.8% | +381.5% | +370.1% |
| 1Y | +260.4% | -17.0% | +277.4% | +257.4% |
| 3Y | +83.6% | +159.8% | -76.2% | +5.5% |
| 5Y | +917.8% | -25.1% | +943.0% | +797.2% |
| All | +917.8% | -30.5% | +948.3% | +797.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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