+484.8%
AEHR vs ALK
+566.4%
-81.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +12.6% |
| 7D | +6.7% | -0.7% | +7.4% | +7.1% |
| 30D | -12.7% | -19.2% | +6.6% | -6.9% |
| 3M | -26.0% | -1.5% | -24.5% | -25.5% |
| 6M | +102.2% | -13.1% | +115.3% | +112.4% |
| YTD | +327.2% | -16.4% | +343.7% | +353.6% |
| 1Y | +228.1% | -33.1% | +261.2% | +269.9% |
| 3Y | +67.0% | +0.6% | +66.4% | +67.2% |
| 5Y | +928.1% | -26.4% | +954.5% | +1,024.7% |
| 10Y | +3,269.5% | -34.2% | +3,303.7% | +3,405.0% |
| All | +484.8% | +566.4% | -81.5% | +106.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling