+57.9%
PPL vs AEHR
+136.3%
-78.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +8.0% | +1.3% |
| 7D | -0.4% | +6.4% | -6.7% | -0.3% |
| 30D | +2.6% | -20.3% | +22.9% | +2.6% |
| 3M | +0.8% | -53.8% | +54.6% | +0.7% |
| 6M | +1.4% | -44.8% | +46.2% | +1.5% |
| YTD | +4.3% | +182.2% | -177.9% | +3.6% |
| 1Y | +0.8% | +174.7% | -174.0% | 0.0% |
| 3Y | +57.9% | +143.5% | -85.6% | +56.8% |
| All | +57.9% | +136.3% | -78.4% | +56.8% |
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 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