+48.5%
PPL vs AEHR
+107.1%
-58.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.0% | -9.5% | -0.6% |
| 7D | +0.4% | -2.4% | +2.8% | +0.4% |
| 30D | +5.4% | -40.1% | +45.5% | +5.7% |
| 3M | +4.3% | -46.3% | +50.6% | +4.5% |
| 6M | -1.3% | -44.6% | +43.3% | -1.3% |
| YTD | +4.7% | +165.3% | -160.6% | +2.4% |
| 1Y | +1.3% | +126.1% | -124.9% | -0.8% |
| 3Y | +57.2% | +132.2% | -75.0% | +52.2% |
| All | +48.5% | +107.1% | -58.6% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling