+145.3%
AEHR vs ALM
+44.8%
+100.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.2% | -7.7% | -7.2% |
| 7D | -5.7% | -6.4% | +0.7% | -2.0% |
| 30D | -41.7% | -35.0% | -6.7% | -26.1% |
| 3M | -44.6% | -33.8% | -10.8% | -31.8% |
| 6M | -28.9% | -55.0% | +26.1% | +4.3% |
| YTD | +201.3% | -0.2% | +201.6% | +327.6% |
| 1Y | +145.3% | +41.8% | +103.5% | +243.2% |
| All | +145.3% | +44.8% | +100.5% | +243.2% |
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