+917.8%
AEHR vs ALK
-28.9%
+946.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.3% | +7.5% |
| 7D | +18.5% | +0.1% | +18.4% | +18.4% |
| 30D | -11.9% | -18.5% | +6.5% | +1.4% |
| 3M | -5.0% | -3.6% | -1.5% | -3.3% |
| 6M | +155.0% | -3.7% | +158.6% | +158.9% |
| YTD | +349.7% | -19.0% | +368.7% | +410.1% |
| 1Y | +260.4% | -36.0% | +296.5% | +374.1% |
| 3Y | +83.6% | +2.3% | +81.3% | +58.5% |
| 5Y | +917.8% | -27.8% | +945.6% | +1,017.5% |
| All | +917.8% | -28.9% | +946.7% | +1,017.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling