+54.1%
PPL vs AEHR
+3,282.7%
-3,228.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -0.2% |
| 7D | +2.7% | +6.7% | -4.1% | +2.5% |
| 30D | +0.5% | -12.7% | +13.1% | +0.6% |
| 3M | +0.7% | -26.0% | +26.7% | +0.8% |
| 6M | -7.6% | +102.2% | -109.8% | -9.7% |
| YTD | +1.8% | +327.2% | -325.4% | -2.3% |
| 1Y | -0.8% | +228.1% | -228.9% | -4.5% |
| 3Y | +56.9% | +67.0% | -10.2% | +50.8% |
| 5Y | +39.5% | +928.1% | -888.6% | +23.5% |
| All | +54.1% | +3,282.7% | -3,228.6% | +20.2% |
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