+54.0%
PPL vs AEHR
+3,460.4%
-3,406.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.3% | -0.2% |
| 7D | +1.8% | +18.5% | -16.8% | +1.5% |
| 30D | -1.1% | -11.9% | +10.8% | -1.0% |
| 3M | 0.0% | -5.0% | +5.0% | -0.3% |
| 6M | -7.6% | +155.0% | -162.5% | -10.1% |
| YTD | +1.7% | +349.7% | -347.9% | -2.5% |
| 1Y | +1.5% | +260.4% | -258.9% | -2.5% |
| 3Y | +55.3% | +83.6% | -28.3% | +49.0% |
| 5Y | +37.7% | +917.8% | -880.1% | +22.1% |
| 10Y | +54.0% | +3,517.1% | -3,463.1% | +20.0% |
| All | +54.0% | +3,460.4% | -3,406.4% | +20.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling