+542.0%
AEHR vs LUMN
+49.1%
+492.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.5% |
| 7D | +9.8% | +2.5% | +7.3% | +9.2% |
| 30D | -26.7% | +10.3% | -37.1% | -28.2% |
| 3M | -8.1% | -18.3% | +10.2% | -3.4% |
| 6M | +123.1% | +4.4% | +118.7% | +124.9% |
| YTD | +369.0% | -10.7% | +379.7% | +382.7% |
| 1Y | +256.4% | +14.0% | +242.4% | +249.5% |
| 3Y | +96.4% | +406.6% | -310.2% | +13.0% |
| 5Y | +836.6% | -36.8% | +873.4% | +778.2% |
| 10Y | +3,718.1% | -56.2% | +3,774.3% | +3,444.8% |
| All | +542.0% | +49.1% | +492.9% | +215.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling