+3,464.5%
AEHR vs ALHC
-28.9%
+3,493.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +6.7% | -0.6% | +7.3% | +6.9% |
| 30D | -12.7% | -1.0% | -11.7% | -12.6% |
| 3M | -26.0% | -10.2% | -15.9% | -26.4% |
| 6M | +102.2% | -28.3% | +130.5% | +108.9% |
| YTD | +327.2% | -31.4% | +358.7% | +345.5% |
| 1Y | +228.1% | -16.9% | +245.0% | +225.9% |
| 3Y | +67.0% | +135.5% | -68.4% | +5.0% |
| 5Y | +928.1% | -33.6% | +961.8% | +745.0% |
| All | +3,464.5% | -28.9% | +3,493.4% | +2,538.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling