+3,753.2%
AEHR vs LII
+163.1%
+3,590.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.4% | +7.7% | +6.9% |
| 7D | +19.1% | +0.5% | +18.6% | +18.4% |
| 30D | -10.0% | -11.2% | +1.2% | -2.8% |
| 3M | +1.3% | -28.8% | +30.1% | +23.9% |
| 6M | +133.8% | -26.9% | +160.7% | +185.6% |
| YTD | +373.3% | -22.2% | +395.5% | +449.4% |
| 1Y | +256.2% | -32.0% | +288.1% | +353.9% |
| 3Y | +93.2% | -0.4% | +93.7% | +94.4% |
| 5Y | +793.1% | +22.4% | +770.6% | +667.8% |
| 10Y | +3,753.2% | +171.4% | +3,581.8% | +2,272.1% |
| All | +3,753.2% | +163.1% | +3,590.1% | +2,272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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