+1,831.5%
AEHR vs ALLE
+211.7%
+1,619.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.7% | -7.3% |
| 7D | +6.4% | +3.6% | +2.8% | +4.1% |
| 30D | -20.3% | +25.9% | -46.2% | -32.9% |
| 3M | -53.8% | +15.8% | -69.5% | -59.0% |
| 6M | -44.8% | +48.1% | -92.9% | -59.6% |
| YTD | +182.2% | +22.0% | +160.3% | +136.5% |
| 1Y | +174.7% | +18.0% | +156.7% | +135.9% |
| 3Y | +143.5% | +93.1% | +50.4% | +48.8% |
| 5Y | +129.9% | +52.1% | +77.8% | +63.9% |
| All | +1,831.5% | +211.7% | +1,619.9% | +589.0% |
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