+1,913.9%
AEHR vs ALLY
+98.1%
+1,815.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.7% | +10.7% | +9.8% |
| 7D | -2.4% | +0.9% | -3.3% | -3.2% |
| 30D | -40.1% | +3.1% | -43.1% | -41.3% |
| 3M | -46.3% | -12.6% | -33.7% | -43.0% |
| 6M | -44.6% | -12.4% | -32.2% | -41.0% |
| YTD | +165.3% | -13.2% | +178.5% | +185.7% |
| 1Y | +126.1% | +1.8% | +124.3% | +126.6% |
| 3Y | +132.2% | +58.0% | +74.2% | +94.5% |
| 5Y | +108.3% | -8.4% | +116.7% | +111.1% |
| 10Y | +1,538.2% | +195.3% | +1,343.0% | +980.7% |
| All | +1,913.9% | +98.1% | +1,815.8% | +1,243.6% |
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