+127.0%
AEHR vs LII
+17.0%
+110.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -7.6% |
| 7D | +6.4% | +2.9% | +3.4% | +4.0% |
| 30D | -20.3% | +0.9% | -21.2% | -22.8% |
| 3M | -53.8% | -15.5% | -38.3% | -48.1% |
| 6M | -44.8% | -30.2% | -14.6% | -29.5% |
| YTD | +182.2% | -26.8% | +209.1% | +244.4% |
| 1Y | +174.7% | -25.3% | +200.0% | +230.0% |
| 3Y | +143.5% | -7.8% | +151.3% | +128.1% |
| All | +127.0% | +17.0% | +110.0% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling