+72.9%
AEHR vs LBRT
+21.3%
+51.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +12.4% |
| 7D | +6.7% | +8.7% | -2.0% | +2.6% |
| 30D | -12.7% | +6.6% | -19.3% | -14.5% |
| 3M | -26.0% | -34.5% | +8.5% | -11.0% |
| 6M | +102.2% | -24.5% | +126.7% | +126.1% |
| YTD | +327.2% | +12.7% | +314.5% | +306.8% |
| 1Y | +228.1% | +94.8% | +133.3% | +149.1% |
| All | +72.9% | +21.3% | +51.5% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 3y: compounded portfolio wealth divided by compounded LBRT 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…
3y analysis · Full analysis span regression · 6 months rolling