+4,623.7%
LLY vs AEHR
+484.8%
+4,138.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -1.1% |
| 7D | -2.1% | +6.7% | -8.9% | -2.3% |
| 30D | -1.6% | -12.7% | +11.1% | -1.5% |
| 3M | +2.3% | -26.0% | +28.3% | +2.3% |
| 6M | +14.9% | +102.2% | -87.3% | +12.1% |
| YTD | +7.5% | +327.2% | -319.8% | +2.9% |
| 1Y | +55.7% | +228.1% | -172.4% | +49.6% |
| 3Y | +110.6% | +67.0% | +43.6% | +101.5% |
| 5Y | +363.4% | +928.1% | -564.7% | +320.2% |
| 10Y | +1,649.0% | +3,269.5% | -1,620.6% | +1,397.8% |
| All | +4,623.7% | +484.8% | +4,138.9% | +3,872.7% |
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