+1,831.5%
AEHR vs ALK
-45.9%
+1,877.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -5.9% |
| 7D | +6.4% | -1.2% | +7.5% | +7.3% |
| 30D | -20.3% | +7.7% | -28.0% | -24.1% |
| 3M | -53.8% | -19.0% | -34.8% | -49.1% |
| 6M | -44.8% | -0.2% | -44.6% | -45.5% |
| YTD | +182.2% | -23.5% | +205.7% | +218.0% |
| 1Y | +174.7% | -9.1% | +183.9% | +185.9% |
| 3Y | +143.5% | +12.0% | +131.5% | +126.2% |
| 5Y | +129.9% | -30.9% | +160.7% | +159.3% |
| All | +1,831.5% | -45.9% | +1,877.4% | +2,331.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling