+189.5%
LQD vs AEHR
+2,180.7%
-1,991.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.3% | -5.4% | -0.2% |
| 7D | 0.0% | +19.1% | -19.1% | -0.2% |
| 30D | -0.2% | -10.0% | +9.8% | -0.2% |
| 3M | -1.7% | +1.3% | -3.0% | -1.9% |
| 6M | -2.7% | +133.8% | -136.4% | -3.6% |
| YTD | -1.4% | +373.3% | -374.7% | -3.0% |
| 1Y | -1.0% | +256.2% | -257.2% | -2.4% |
| 3Y | +15.1% | +93.2% | -78.2% | +13.1% |
| 5Y | -5.2% | +793.1% | -798.3% | -8.1% |
| 10Y | +23.3% | +3,753.2% | -3,729.9% | +17.9% |
| All | +189.5% | +2,180.7% | -1,991.2% | +175.1% |
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