+286.3%
AEHR vs SPG
+3,331.1%
-3,044.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | +6.4% | +2.0% | +4.4% | +5.8% |
| 30D | -20.3% | +17.2% | -37.5% | -24.4% |
| 3M | -53.8% | +6.3% | -60.1% | -54.8% |
| 6M | -44.8% | +18.7% | -63.5% | -48.3% |
| YTD | +182.2% | +30.1% | +152.1% | +157.1% |
| 1Y | +174.7% | +32.8% | +142.0% | +148.8% |
| 3Y | +143.5% | +133.6% | +9.9% | +88.9% |
| 5Y | +129.9% | +84.4% | +45.5% | +91.6% |
| 10Y | +1,786.8% | +114.3% | +1,672.4% | +1,280.8% |
| All | +286.3% | +3,331.1% | -3,044.8% | -1.9% |
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