+555.0%
LITE vs AEHR
+248.4%
+306.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.3% | +5.8% | +9.0% |
| 7D | +12.6% | +18.5% | -5.9% | +5.2% |
| 30D | +9.9% | -11.9% | +21.8% | +14.8% |
| 3M | +9.3% | -5.0% | +14.3% | +6.9% |
| 6M | +75.2% | +155.0% | -79.7% | +17.1% |
| YTD | +165.5% | +349.7% | -184.2% | +45.0% |
| 1Y | +555.0% | +260.4% | +294.6% | +268.1% |
| All | +555.0% | +248.4% | +306.6% | +268.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling