+2,259.5%
LITE vs AEHR
+3,309.5%
-1,050.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.1% | -9.1% | +1.6% |
| 7D | -1.5% | +6.7% | -8.3% | -2.8% |
| 30D | +6.7% | -12.7% | +19.3% | +9.1% |
| 3M | -6.8% | -26.0% | +19.3% | -3.2% |
| 6M | +29.4% | +102.2% | -72.8% | +13.5% |
| YTD | +139.1% | +327.2% | -188.2% | +85.8% |
| 1Y | +521.0% | +228.1% | +292.9% | +397.2% |
| 3Y | +1,535.3% | +67.0% | +1,468.2% | +1,188.7% |
| 5Y | +889.8% | +928.1% | -38.3% | +477.0% |
| All | +2,259.5% | +3,309.5% | -1,050.0% | +875.5% |
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