+37.7%
PPL vs AEHR
+889.0%
-851.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.3% | -0.1% |
| 7D | +1.8% | +18.5% | -16.8% | +1.7% |
| 30D | -1.1% | -11.9% | +10.8% | -1.0% |
| 3M | 0.0% | -5.0% | +5.0% | 0.0% |
| 6M | -7.6% | +155.0% | -162.5% | -8.7% |
| YTD | +1.7% | +349.7% | -347.9% | -0.2% |
| 1Y | +1.5% | +260.4% | -258.9% | -0.3% |
| 3Y | +55.3% | +83.6% | -28.3% | +52.6% |
| 5Y | +37.7% | +917.8% | -880.1% | +30.8% |
| All | +37.7% | +889.0% | -851.3% | +30.8% |
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 2021-09-08 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling