+256.4%
AEHR vs SPG
+19.1%
+237.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +9.8% | -1.2% | +10.9% | +9.7% |
| 30D | -26.7% | -6.1% | -20.6% | -26.7% |
| 3M | -8.1% | -3.6% | -4.4% | -12.1% |
| 6M | +123.1% | +10.4% | +112.6% | +91.3% |
| YTD | +369.0% | +14.4% | +354.6% | +307.6% |
| 1Y | +256.4% | +16.5% | +239.8% | +203.3% |
| All | +256.4% | +19.1% | +237.3% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling