+242.0%
AEHR vs LTH
+180.7%
+61.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.8% | -7.7% |
| 7D | +6.4% | -1.3% | +7.6% | +7.0% |
| 30D | -20.3% | +15.7% | -36.0% | -26.6% |
| 3M | -53.8% | +5.0% | -58.8% | -55.4% |
| 6M | -44.8% | +37.7% | -82.5% | -54.5% |
| YTD | +182.2% | +75.0% | +107.2% | +103.8% |
| 1Y | +174.7% | +82.6% | +92.1% | +94.0% |
| 3Y | +143.5% | +241.3% | -97.8% | +18.1% |
| 5Y | +129.9% | +135.4% | -5.6% | +6.3% |
| All | +242.0% | +180.7% | +61.3% | +69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling