+1,867.4%
AEHR vs ALLE
+233.6%
+1,633.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.9% | +9.8% |
| 7D | +16.2% | -0.6% | +16.8% | +16.9% |
| 30D | -29.3% | +26.6% | -55.9% | -40.7% |
| 3M | -42.0% | +13.2% | -55.1% | -47.7% |
| 6M | -38.5% | +42.9% | -81.4% | -53.8% |
| YTD | +196.2% | +21.0% | +175.2% | +149.6% |
| 1Y | +144.3% | +15.2% | +129.2% | +113.9% |
| 3Y | +158.0% | +95.6% | +62.4% | +56.8% |
| 5Y | +144.4% | +53.4% | +91.0% | +74.2% |
| 10Y | +1,867.4% | +221.5% | +1,645.9% | +646.7% |
| All | +1,867.4% | +233.6% | +1,633.8% | +646.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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