+305.5%
AEHR vs ALK
+561.0%
-255.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +7.1% | +4.6% | +9.5% |
| 7D | +16.2% | +8.9% | +7.3% | +12.9% |
| 30D | -29.3% | +5.9% | -35.3% | -31.0% |
| 3M | -42.0% | -16.5% | -25.4% | -39.1% |
| 6M | -38.5% | +2.1% | -40.6% | -39.3% |
| YTD | +196.2% | -17.1% | +213.3% | +213.5% |
| 1Y | +144.3% | -2.9% | +147.2% | +147.4% |
| 3Y | +158.0% | +24.5% | +133.5% | +142.8% |
| 5Y | +144.4% | -29.1% | +173.5% | +168.5% |
| 10Y | +1,867.4% | -39.1% | +1,906.6% | +1,974.4% |
| All | +305.5% | +561.0% | -255.5% | +43.0% |
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