+445.0%
AEHR vs LTH
+156.3%
+288.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.0% | +6.2% |
| 7D | +18.5% | +1.5% | +17.0% | +17.6% |
| 30D | -11.9% | -3.1% | -8.9% | -10.3% |
| 3M | -5.0% | +28.1% | -33.1% | -18.1% |
| 6M | +155.0% | +67.4% | +87.6% | +92.0% |
| YTD | +349.7% | +59.8% | +289.9% | +244.4% |
| 1Y | +260.4% | +45.6% | +214.8% | +188.9% |
| 3Y | +83.6% | +162.0% | -78.4% | +2.6% |
| All | +445.0% | +156.3% | +288.7% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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