+791.8%
AEHR vs LDOS
+515.5%
+276.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -8.5% | +1.9% | -10.4% | -9.0% |
| 30D | -29.6% | +12.8% | -42.4% | -32.8% |
| 3M | -43.9% | -1.0% | -42.9% | -44.6% |
| 6M | -38.7% | +6.2% | -44.9% | -41.2% |
| YTD | +195.0% | -23.2% | +218.3% | +210.3% |
| 1Y | +142.3% | -29.5% | +171.7% | +162.7% |
| 3Y | +143.1% | +37.1% | +106.1% | +111.4% |
| 5Y | +162.7% | +55.6% | +107.0% | +117.2% |
| 10Y | +1,940.1% | +249.4% | +1,690.6% | +1,229.2% |
| All | +791.8% | +515.5% | +276.3% | +377.4% |
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