+2,022.3%
LMT vs AEHR
+515.5%
+1,506.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.3% | -3.2% | +2.0% |
| 7D | -1.5% | +18.5% | -20.1% | -1.9% |
| 30D | -8.2% | -11.9% | +3.7% | -8.1% |
| 3M | +3.7% | -5.0% | +8.7% | +3.3% |
| 6M | -19.2% | +155.0% | -174.1% | -21.4% |
| YTD | +12.9% | +349.7% | -336.8% | +8.3% |
| 1Y | +19.8% | +260.4% | -240.6% | +15.2% |
| 3Y | +37.3% | +83.6% | -46.3% | +31.7% |
| 5Y | +74.4% | +917.8% | -843.4% | +58.4% |
| 10Y | +188.9% | +3,517.1% | -3,328.2% | +146.7% |
| All | +2,022.3% | +515.5% | +1,506.8% | +1,506.6% |
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