+145.3%
AEHR vs LPLA
-16.5%
+161.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.6% | -11.2% | -7.7% |
| 7D | -5.7% | +15.7% | -21.4% | -10.0% |
| 30D | -41.7% | -6.2% | -35.5% | -40.3% |
| 3M | -44.6% | -12.0% | -32.6% | -42.0% |
| 6M | -28.9% | -2.7% | -26.2% | -28.2% |
| YTD | +201.3% | -12.5% | +213.9% | +202.5% |
| 1Y | +145.3% | -16.5% | +161.8% | +172.4% |
| All | +145.3% | -16.5% | +161.8% | +172.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling