+1,533.3%
LITE vs AEHR
+1,804.8%
-271.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +11.6% | -1.0% | +8.4% |
| 7D | -12.9% | +16.2% | -29.1% | -15.6% |
| 30D | -46.0% | -29.3% | -16.6% | -42.2% |
| 3M | -33.0% | -42.0% | +8.9% | -26.0% |
| 6M | -34.0% | -38.5% | +4.4% | -29.0% |
| YTD | +61.7% | +196.2% | -134.5% | +33.4% |
| 1Y | +148.3% | +144.3% | +4.0% | +111.0% |
| 3Y | +1,408.5% | +158.0% | +1,250.5% | +1,054.4% |
| 5Y | +546.2% | +144.4% | +401.8% | +347.7% |
| 10Y | +1,533.3% | +1,867.4% | -334.1% | +537.8% |
| All | +1,533.3% | +1,804.8% | -271.5% | +537.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling