+227.5%
LOW vs AEHR
+3,845.4%
-3,617.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -3.7% | +9.8% | -13.5% | -4.2% |
| 30D | -8.9% | -26.7% | +17.9% | -7.7% |
| 3M | -10.4% | -8.1% | -2.3% | -11.3% |
| 6M | -19.4% | +123.1% | -142.5% | -24.9% |
| YTD | -17.1% | +369.0% | -386.1% | -26.5% |
| 1Y | -26.3% | +256.4% | -282.6% | -34.1% |
| 3Y | -9.9% | +96.4% | -106.3% | -20.7% |
| 5Y | +6.1% | +836.6% | -830.5% | -17.0% |
| All | +227.5% | +3,845.4% | -3,617.9% | +116.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling