+228.1%
AEHR vs LPLA
+0.7%
+227.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.3% | +13.4% | +13.2% |
| 7D | +6.7% | -3.1% | +9.8% | +7.9% |
| 30D | -12.7% | -0.1% | -12.6% | -12.7% |
| 3M | -26.0% | +23.2% | -49.2% | -31.8% |
| 6M | +102.2% | +15.5% | +86.7% | +89.4% |
| YTD | +327.2% | +0.9% | +326.4% | +320.9% |
| 1Y | +228.1% | +0.2% | +227.9% | +226.2% |
| All | +228.1% | +0.7% | +227.4% | +226.2% |
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