+6,411.1%
LOW vs AEHR
+515.5%
+5,895.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -2.0% |
| 7D | +0.4% | +18.5% | -18.2% | -0.4% |
| 30D | -10.1% | -11.9% | +1.8% | -9.9% |
| 3M | -2.9% | -5.0% | +2.2% | -3.8% |
| 6M | -19.4% | +155.0% | -174.4% | -24.2% |
| YTD | -15.4% | +349.7% | -365.1% | -22.8% |
| 1Y | -24.9% | +260.4% | -285.4% | -31.2% |
| 3Y | -7.8% | +83.6% | -91.4% | -16.1% |
| 5Y | +8.4% | +917.8% | -909.4% | -10.7% |
| 10Y | +226.8% | +3,517.1% | -3,290.3% | +140.8% |
| All | +6,411.1% | +515.5% | +5,895.5% | +4,048.9% |
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