+836.6%
AEHR vs LDOS
+43.9%
+792.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.6% |
| 3M | -26.0% | +7.2% | -33.2% | -28.1% |
| 6M | +102.2% | -24.2% | +126.5% | +126.3% |
| YTD | +327.2% | -25.8% | +353.0% | +374.4% |
| 1Y | +228.1% | -24.7% | +252.8% | +263.7% |
| 3Y | +67.0% | +39.3% | +27.8% | +35.1% |
| All | +836.6% | +43.9% | +792.7% | +620.6% |
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