+1,172.1%
LITE vs AEHR
+114.5%
+1,057.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +9.0% | -3.3% | +2.8% |
| 7D | -35.9% | -2.4% | -33.5% | -35.6% |
| 30D | -51.5% | -40.1% | -11.5% | -43.3% |
| 3M | -35.7% | -46.3% | +10.6% | -23.0% |
| 6M | -43.0% | -44.6% | +1.7% | -34.4% |
| YTD | +46.1% | +165.3% | -119.2% | +9.6% |
| 1Y | +124.7% | +126.1% | -1.4% | +75.2% |
| 3Y | +1,172.1% | +132.2% | +1,039.9% | +749.2% |
| All | +1,172.1% | +114.5% | +1,057.5% | +749.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling