+158.0%
AEHR vs LII
-8.9%
+167.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.2% | +9.5% | +10.0% |
| 7D | +16.2% | -1.2% | +17.4% | +17.1% |
| 30D | -29.3% | -2.0% | -27.4% | -29.8% |
| 3M | -42.0% | -20.2% | -21.7% | -32.3% |
| 6M | -38.5% | -32.5% | -5.9% | -20.4% |
| YTD | +196.2% | -27.4% | +223.6% | +256.3% |
| 1Y | +144.3% | -28.2% | +172.5% | +197.9% |
| 3Y | +158.0% | -7.2% | +165.3% | +110.5% |
| All | +158.0% | -8.9% | +167.0% | +110.5% |
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