+1,426.5%
LITE vs AEHR
+153.2%
+1,273.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.2% | +3.6% | -1.3% |
| 7D | +22.6% | +24.2% | -1.6% | +14.5% |
| 30D | -36.8% | -21.2% | -15.5% | -32.0% |
| 3M | -33.0% | -52.8% | +19.8% | -16.7% |
| 6M | -37.1% | -36.9% | -0.2% | -30.6% |
| YTD | +69.5% | +202.3% | -132.9% | +22.2% |
| 1Y | +146.1% | +162.9% | -16.8% | +83.7% |
| All | +1,426.5% | +153.2% | +1,273.3% | +887.8% |
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 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