+562.5%
LITE vs AEHR
+126.8%
+435.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.7% | +2.2% | -2.7% |
| 7D | +10.8% | +6.4% | +4.4% | +9.2% |
| 30D | -33.4% | -20.3% | -13.1% | -29.5% |
| 3M | -32.2% | -53.8% | +21.6% | -18.1% |
| 6M | -42.1% | -44.8% | +2.7% | -34.8% |
| YTD | +61.9% | +182.2% | -120.4% | +26.1% |
| 1Y | +163.0% | +174.7% | -11.7% | +106.3% |
| 3Y | +1,358.0% | +143.5% | +1,214.5% | +919.6% |
| All | +562.5% | +126.8% | +435.6% | +279.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling