+72.9%
AEHR vs LII
+6.0%
+66.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.2% | +11.9% | +12.2% |
| 7D | +6.7% | -0.7% | +7.5% | +7.3% |
| 30D | -12.7% | -12.6% | -0.1% | -3.0% |
| 3M | -26.0% | -24.4% | -1.6% | -11.1% |
| 6M | +102.2% | -28.7% | +130.9% | +158.5% |
| YTD | +327.2% | -19.1% | +346.4% | +383.5% |
| 1Y | +228.1% | -29.7% | +257.8% | +317.1% |
| All | +72.9% | +6.0% | +66.9% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling