+165.3%
AEHR vs LDOS
+54.4%
+110.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.4% | +12.9% | +11.0% |
| 7D | +8.1% | -1.3% | +9.4% | +8.4% |
| 30D | -15.9% | +10.1% | -26.0% | -19.4% |
| 3M | -43.9% | -4.7% | -39.2% | -44.0% |
| 6M | -37.1% | +5.6% | -42.7% | -39.4% |
| YTD | +225.8% | -25.1% | +250.9% | +254.5% |
| 1Y | +184.0% | -31.7% | +215.7% | +224.7% |
| 3Y | +168.5% | +33.7% | +134.8% | +120.4% |
| All | +165.3% | +54.4% | +110.9% | +90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling