+3,323.0%
AEHR vs LDOS
+274.0%
+3,049.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.5% | +12.6% | +12.9% |
| 7D | +6.7% | -5.4% | +12.2% | +8.8% |
| 30D | -12.7% | +4.9% | -17.6% | -14.5% |
| 3M | -26.0% | +7.2% | -33.2% | -28.4% |
| 6M | +102.2% | -24.2% | +126.5% | +122.2% |
| YTD | +327.2% | -25.8% | +353.0% | +367.7% |
| 1Y | +228.1% | -24.7% | +252.8% | +258.6% |
| 3Y | +67.0% | +39.3% | +27.8% | +40.8% |
| 5Y | +928.1% | +43.3% | +884.8% | +742.8% |
| All | +3,323.0% | +274.0% | +3,049.0% | +2,275.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling