+126.4%
AEHR vs ALLE
+49.9%
+76.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.9% | +9.9% | +9.8% |
| 7D | -2.4% | -0.6% | -1.8% | -2.1% |
| 30D | -40.1% | +25.3% | -65.4% | -52.6% |
| 3M | -46.3% | +10.3% | -56.6% | -52.3% |
| 6M | -44.6% | +38.0% | -82.7% | -62.0% |
| YTD | +165.3% | +17.8% | +147.6% | +113.3% |
| 1Y | +126.1% | +13.6% | +112.5% | +89.6% |
| 3Y | +132.2% | +89.2% | +43.0% | +5.6% |
| All | +126.4% | +49.9% | +76.5% | +48.8% |
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