+1,292.7%
PPL vs AEHR
+263.2%
+1,029.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.0% | -9.5% | -0.7% |
| 7D | +0.4% | -2.4% | +2.8% | +0.3% |
| 30D | +5.4% | -40.1% | +45.5% | +6.3% |
| 3M | +4.3% | -46.3% | +50.6% | +5.1% |
| 6M | -1.3% | -44.6% | +43.3% | -1.2% |
| YTD | +4.7% | +165.3% | -160.6% | +0.8% |
| 1Y | +1.3% | +126.1% | -124.9% | -2.2% |
| 3Y | +57.2% | +132.2% | -75.0% | +48.9% |
| 5Y | +48.2% | +108.3% | -60.0% | +37.7% |
| 10Y | +62.7% | +1,538.2% | -1,475.5% | +37.3% |
| All | +1,292.7% | +263.2% | +1,029.5% | +989.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling