+228.1%
AEHR vs LUMN
+42.5%
+185.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.0% | +15.1% | +14.2% |
| 7D | +6.7% | +12.1% | -5.3% | -0.3% |
| 30D | -12.7% | +11.3% | -24.0% | -18.2% |
| 3M | -26.0% | -31.6% | +5.6% | -10.0% |
| 6M | +102.2% | -2.7% | +104.9% | +111.3% |
| YTD | +327.2% | -12.9% | +340.1% | +351.6% |
| 1Y | +228.1% | +36.2% | +191.9% | +207.8% |
| All | +228.1% | +42.5% | +185.6% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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