+701.9%
AEHR vs LDOS
+495.0%
+206.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.3% | +11.3% | +9.6% |
| 7D | -2.4% | -7.2% | +4.8% | -0.9% |
| 30D | -40.1% | +16.8% | -56.9% | -43.5% |
| 3M | -46.3% | -1.6% | -44.7% | -46.9% |
| 6M | -44.6% | -1.0% | -43.6% | -45.8% |
| YTD | +165.3% | -25.8% | +191.1% | +181.6% |
| 1Y | +126.1% | -31.1% | +157.2% | +146.5% |
| 3Y | +132.2% | +32.8% | +99.4% | +103.6% |
| 5Y | +108.3% | +49.4% | +58.9% | +74.1% |
| 10Y | +1,538.2% | +253.9% | +1,284.3% | +963.6% |
| All | +701.9% | +495.0% | +206.9% | +333.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling