+4,059.1%
AEHR vs ALM
+3,551.9%
+507.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +7.7% | -14.4% | -6.7% |
| 7D | +6.4% | +1.2% | +5.1% | +6.4% |
| 30D | -20.3% | -19.3% | -1.0% | -20.1% |
| 3M | -53.8% | -40.6% | -13.1% | -53.6% |
| 6M | -44.8% | -57.9% | +13.1% | -44.4% |
| YTD | +182.2% | -6.7% | +188.9% | +183.5% |
| 1Y | +174.7% | +20.2% | +154.6% | +175.6% |
| 3Y | +143.5% | +879.4% | -735.9% | +142.3% |
| 5Y | +129.9% | +415.3% | -285.4% | +128.9% |
| 10Y | +1,786.8% | +2,100.8% | -314.0% | +1,777.6% |
| All | +4,059.1% | +3,551.9% | +507.3% | +4,056.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling