-1.9%
LQD vs AEHR
+147.2%
-149.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.6% | +7.3% | +0.8% |
| 7D | +0.4% | -5.7% | +6.1% | +0.4% |
| 30D | +2.6% | -41.7% | +44.3% | +3.1% |
| 3M | -1.7% | -44.6% | +42.9% | -1.3% |
| 6M | -1.9% | -28.9% | +27.0% | -2.2% |
| YTD | -2.2% | +201.3% | -203.5% | -4.0% |
| 1Y | -1.9% | +145.3% | -147.2% | -3.4% |
| All | -1.9% | +147.2% | -149.1% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling