+64.4%
PPL vs AEHR
+1,804.8%
-1,740.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.6% | -11.9% | -0.4% |
| 7D | -1.2% | +16.2% | -17.4% | -1.5% |
| 30D | +4.2% | -29.3% | +33.6% | +4.6% |
| 3M | +1.5% | -42.0% | +43.5% | +2.1% |
| 6M | +1.0% | -38.5% | +39.5% | +1.0% |
| YTD | +4.4% | +196.2% | -191.8% | +0.5% |
| 1Y | +0.8% | +144.3% | -143.6% | -2.7% |
| 3Y | +56.5% | +158.0% | -101.6% | +48.2% |
| 5Y | +47.7% | +144.4% | -96.8% | +36.1% |
| 10Y | +64.4% | +1,867.4% | -1,803.0% | +29.9% |
| All | +64.4% | +1,804.8% | -1,740.4% | +29.9% |
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