+793.1%
AEHR vs ALM
+958.0%
-164.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.1% | +9.4% | +6.2% |
| 7D | +19.1% | +3.6% | +15.5% | +18.0% |
| 30D | -10.0% | +33.8% | -43.8% | -15.6% |
| 3M | +1.3% | +14.8% | -13.5% | -2.1% |
| 6M | +133.8% | -7.0% | +140.7% | +134.8% |
| YTD | +373.3% | +108.1% | +265.2% | +336.5% |
| 1Y | +256.2% | +313.8% | -57.6% | +206.6% |
| 3Y | +93.2% | +2,227.6% | -2,134.4% | +24.9% |
| 5Y | +793.1% | +956.6% | -163.6% | +550.2% |
| All | +793.1% | +958.0% | -164.9% | +550.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling