+232.7%
LITE vs AEHR
+147.2%
+85.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -6.6% | -1.3% | -5.1% |
| 7D | -31.4% | -5.7% | -25.7% | -30.5% |
| 30D | -42.6% | -41.7% | -0.9% | -29.3% |
| 3M | -26.2% | -44.6% | +18.4% | -8.3% |
| 6M | -35.8% | -28.9% | -6.9% | -31.4% |
| YTD | +70.0% | +201.3% | -131.3% | -7.4% |
| 1Y | +232.7% | +145.3% | +87.4% | +114.6% |
| All | +232.7% | +147.2% | +85.5% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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