+6.0%
LOW vs AEHR
+775.9%
-769.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.9% |
| 7D | -2.6% | +23.0% | -25.6% | -3.9% |
| 30D | -11.1% | -19.9% | +8.8% | -10.3% |
| 3M | -8.5% | +0.5% | -9.0% | -10.1% |
| 6M | -20.8% | +123.6% | -144.4% | -27.6% |
| YTD | -17.2% | +364.6% | -381.8% | -29.0% |
| 1Y | -24.7% | +255.3% | -280.1% | -34.8% |
| 3Y | -9.7% | +89.7% | -99.5% | -22.9% |
| 5Y | +6.0% | +827.9% | -821.9% | -25.3% |
| All | +6.0% | +775.9% | -769.9% | -25.3% |
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