+1,929.6%
AEHR vs LII
+3,124.4%
-1,194.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.2% | +11.9% | +12.7% |
| 7D | +6.7% | -0.7% | +7.5% | +7.0% |
| 30D | -12.7% | -12.6% | -0.1% | -8.5% |
| 3M | -26.0% | -24.4% | -1.6% | -19.1% |
| 6M | +102.2% | -28.7% | +130.9% | +128.5% |
| YTD | +327.2% | -19.1% | +346.4% | +360.5% |
| 1Y | +228.1% | -29.7% | +257.8% | +271.5% |
| 3Y | +67.0% | +4.8% | +62.3% | +69.0% |
| 5Y | +928.1% | +24.6% | +903.6% | +892.7% |
| 10Y | +3,269.5% | +169.2% | +3,100.3% | +2,527.5% |
| All | +1,929.6% | +3,124.4% | -1,194.7% | +805.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling