+836.6%
AEHR vs PL
+82.7%
+753.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.3% | +14.4% | +13.5% |
| 7D | +6.7% | -9.3% | +16.1% | +10.5% |
| 30D | -12.7% | -18.9% | +6.3% | -5.4% |
| 3M | -26.0% | -58.4% | +32.4% | +0.6% |
| 6M | +102.2% | -30.3% | +132.5% | +125.5% |
| YTD | +327.2% | -8.1% | +335.4% | +333.7% |
| 1Y | +228.1% | +180.5% | +47.6% | +116.2% |
| 3Y | +67.0% | +444.1% | -377.1% | -25.4% |
| All | +836.6% | +82.7% | +753.9% | +321.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling