-7.4%
LVS vs AEHR
+86.3%
-93.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.6% |
| 7D | -4.3% | +23.0% | -27.3% | -5.6% |
| 30D | -6.8% | -19.9% | +13.1% | -5.9% |
| 3M | -15.6% | +0.5% | -16.1% | -17.3% |
| 6M | -20.6% | +123.6% | -144.2% | -29.0% |
| YTD | -33.4% | +364.6% | -398.0% | -45.1% |
| 1Y | -20.1% | +255.3% | -275.5% | -33.2% |
| All | -7.4% | +86.3% | -93.7% | -28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling