+228.1%
AEHR vs ALM
+318.3%
-90.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.5% | +14.6% | +13.9% |
| 7D | +6.7% | -2.6% | +9.3% | +8.1% |
| 30D | -12.7% | +32.0% | -44.7% | -24.5% |
| 3M | -26.0% | -15.0% | -11.0% | -22.0% |
| 6M | +102.2% | -10.1% | +112.3% | +103.9% |
| YTD | +327.2% | +99.4% | +227.8% | +264.7% |
| 1Y | +228.1% | +316.4% | -88.2% | +157.1% |
| All | +228.1% | +318.3% | -90.2% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1y: compounded portfolio wealth divided by compounded ALM 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…
1y analysis · Full analysis span regression · 6 months rolling