+126.4%
AEHR vs PL
+20.8%
+105.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +10.4% | -1.4% | +5.1% |
| 7D | -2.4% | -6.8% | +4.4% | +1.2% |
| 30D | -40.1% | -29.3% | -10.8% | -30.9% |
| 3M | -46.3% | -44.8% | -1.5% | -32.4% |
| 6M | -44.6% | -68.4% | +23.8% | -15.9% |
| YTD | +165.3% | -36.4% | +201.7% | +210.8% |
| 1Y | +126.1% | +0.7% | +125.4% | +122.9% |
| 3Y | +132.2% | +455.3% | -323.1% | +4.8% |
| All | +126.4% | +20.8% | +105.6% | +30.9% |
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