+3,068.2%
LITE vs AEHR
+2,526.0%
+542.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +9.0% | -3.3% | +4.1% |
| 7D | -35.9% | -2.4% | -33.5% | -35.7% |
| 30D | -51.5% | -40.1% | -11.5% | -47.2% |
| 3M | -35.7% | -46.3% | +10.6% | -28.9% |
| 6M | -43.0% | -44.6% | +1.7% | -38.0% |
| YTD | +46.1% | +165.3% | -119.2% | +26.6% |
| 1Y | +124.7% | +126.1% | -1.4% | +99.0% |
| 3Y | +1,172.1% | +132.2% | +1,039.9% | +935.6% |
| 5Y | +477.0% | +108.3% | +368.7% | +336.4% |
| 10Y | +1,465.7% | +1,538.2% | -72.6% | +755.8% |
| All | +3,068.2% | +2,526.0% | +542.2% | +1,594.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling