+836.6%
AEHR vs ALLE
+13.7%
+822.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.0% | +12.1% | +12.2% |
| 7D | +6.7% | -0.2% | +7.0% | +7.1% |
| 30D | -12.7% | -6.8% | -5.9% | -6.9% |
| 3M | -26.0% | +21.0% | -47.0% | -40.3% |
| 6M | +102.2% | +1.1% | +101.1% | +97.0% |
| YTD | +327.2% | -0.5% | +327.8% | +315.0% |
| 1Y | +228.1% | -7.3% | +235.4% | +242.1% |
| 3Y | +67.0% | +42.3% | +24.8% | +8.3% |
| All | +836.6% | +13.7% | +822.9% | +470.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling