+73.0%
LMT vs AEHR
+817.5%
-744.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.1% | -1.1% |
| 7D | -0.2% | +9.8% | -10.0% | -0.3% |
| 30D | -13.1% | -26.7% | +13.7% | -12.8% |
| 3M | -3.9% | -8.1% | +4.2% | -4.0% |
| 6M | -18.3% | +123.1% | -141.3% | -19.9% |
| YTD | +10.3% | +369.0% | -358.7% | +6.6% |
| 1Y | +14.2% | +256.4% | -242.1% | +10.7% |
| 3Y | +35.0% | +96.4% | -61.4% | +31.7% |
| All | +73.0% | +817.5% | -744.5% | +57.4% |
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