+3,753.2%
AEHR vs ALLY
+178.1%
+3,575.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.3% | +5.8% |
| 7D | +19.1% | -1.9% | +21.0% | +20.1% |
| 30D | -10.0% | -4.5% | -5.5% | -7.9% |
| 3M | +1.3% | -2.8% | +4.2% | +3.6% |
| 6M | +133.8% | +10.3% | +123.4% | +124.5% |
| YTD | +373.3% | -5.7% | +379.0% | +392.7% |
| 1Y | +256.2% | +3.9% | +252.2% | +254.7% |
| 3Y | +93.2% | +64.7% | +28.5% | +56.1% |
| 5Y | +793.1% | -2.6% | +795.7% | +772.2% |
| 10Y | +3,753.2% | +186.0% | +3,567.2% | +2,740.8% |
| All | +3,753.2% | +178.1% | +3,575.2% | +2,740.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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