+917.8%
AEHR vs ALLY
-0.2%
+918.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.3% | +8.6% | +7.9% |
| 7D | +18.5% | +1.0% | +17.5% | +17.3% |
| 30D | -11.9% | -3.3% | -8.6% | -9.7% |
| 3M | -5.0% | +0.5% | -5.5% | -4.5% |
| 6M | +155.0% | +12.6% | +142.4% | +135.7% |
| YTD | +349.7% | -4.7% | +354.4% | +370.7% |
| 1Y | +260.4% | +5.2% | +255.2% | +251.8% |
| 3Y | +83.6% | +66.5% | +17.1% | +27.0% |
| 5Y | +917.8% | +0.2% | +917.6% | +891.1% |
| All | +917.8% | -0.2% | +918.1% | +891.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling