-3.3%
LVS vs AEHR
+3,845.4%
-3,848.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | -3.5% | +9.8% | -13.2% | -4.2% |
| 30D | -6.2% | -26.7% | +20.5% | -4.3% |
| 3M | -14.8% | -8.1% | -6.7% | -16.3% |
| 6M | -20.9% | +123.1% | -143.9% | -29.7% |
| YTD | -33.0% | +369.0% | -402.0% | -45.3% |
| 1Y | -20.0% | +256.4% | -276.4% | -33.7% |
| 3Y | -6.9% | +96.4% | -103.3% | -24.4% |
| 5Y | +9.1% | +836.6% | -827.5% | -28.0% |
| All | -3.3% | +3,845.4% | -3,848.7% | -48.5% |
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