+3,142.9%
AEHR vs ALLY
+124.8%
+3,018.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.3% | +12.8% | +12.9% |
| 7D | +6.7% | +3.7% | +3.1% | +4.8% |
| 30D | -12.7% | -2.3% | -10.4% | -11.7% |
| 3M | -26.0% | +3.8% | -29.8% | -26.9% |
| 6M | +102.2% | +9.7% | +92.5% | +95.9% |
| YTD | +327.2% | -1.4% | +328.7% | +334.9% |
| 1Y | +228.1% | +8.2% | +219.9% | +220.9% |
| 3Y | +67.0% | +66.5% | +0.6% | +35.7% |
| 5Y | +928.1% | +1.2% | +926.9% | +891.3% |
| 10Y | +3,269.5% | +191.4% | +3,078.1% | +2,079.6% |
| All | +3,142.9% | +124.8% | +3,018.0% | +1,944.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling