+160.9%
AEHR vs PL
+540.6%
-379.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.1% | -4.1% | -6.0% |
| 7D | +24.2% | +22.3% | +1.9% | +15.3% |
| 30D | -21.2% | -8.3% | -12.9% | -17.3% |
| 3M | -52.8% | -43.3% | -9.5% | -41.4% |
| 6M | -36.9% | -65.8% | +28.9% | -7.8% |
| YTD | +202.3% | -29.5% | +231.8% | +244.9% |
| 1Y | +162.9% | +11.7% | +151.1% | +155.9% |
| All | +160.9% | +540.6% | -379.7% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling