+484.8%
AEHR vs SPG
+2,951.8%
-2,467.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.4% |
| 7D | +6.7% | -2.4% | +9.1% | +7.5% |
| 30D | -12.7% | -6.8% | -5.8% | -10.8% |
| 3M | -26.0% | +2.7% | -28.7% | -27.4% |
| 6M | +102.2% | +5.5% | +96.7% | +97.8% |
| YTD | +327.2% | +15.7% | +311.5% | +305.0% |
| 1Y | +228.1% | +20.9% | +207.2% | +206.4% |
| 3Y | +67.0% | +112.4% | -45.3% | +34.0% |
| 5Y | +928.1% | +101.4% | +826.8% | +748.2% |
| 10Y | +3,269.5% | +60.6% | +3,208.9% | +2,576.5% |
| All | +484.8% | +2,951.8% | -2,467.0% | +54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling