+36.5%
LMT vs AEHR
+86.3%
-49.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.1% |
| 7D | -0.5% | +23.0% | -23.5% | -0.5% |
| 30D | -10.8% | -19.9% | +9.2% | -10.8% |
| 3M | +1.6% | +0.5% | +1.1% | +1.7% |
| 6M | -17.6% | +123.6% | -141.1% | -18.1% |
| YTD | +11.6% | +364.6% | -353.0% | +10.6% |
| 1Y | +17.2% | +255.3% | -238.1% | +16.2% |
| All | +36.5% | +86.3% | -49.8% | +31.8% |
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