+72.9%
AEHR vs ALLY
+74.0%
-1.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.3% | +12.8% | +12.8% |
| 7D | +6.7% | +3.7% | +3.1% | +3.4% |
| 30D | -12.7% | -2.3% | -10.4% | -11.0% |
| 3M | -26.0% | +3.8% | -29.8% | -27.6% |
| 6M | +102.2% | +9.7% | +92.5% | +90.2% |
| YTD | +327.2% | -1.4% | +328.7% | +334.9% |
| 1Y | +228.1% | +8.2% | +219.9% | +211.5% |
| All | +72.9% | +74.0% | -1.1% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling