+255.3%
AEHR vs ALM
+279.2%
-23.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.6% | +7.8% | +3.1% |
| 7D | +23.0% | -7.1% | +30.1% | +26.9% |
| 30D | -19.9% | +24.7% | -44.6% | -29.2% |
| 3M | +0.5% | +8.3% | -7.8% | -5.9% |
| 6M | +123.6% | -22.2% | +145.7% | +137.7% |
| YTD | +364.6% | +88.1% | +276.6% | +299.5% |
| 1Y | +255.3% | +272.4% | -17.0% | +180.9% |
| All | +255.3% | +279.2% | -23.8% | +180.9% |
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