-12.8%
SHOP vs AEHR
+817.5%
-830.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -11.2% | +9.8% | -21.0% | -12.8% |
| 30D | -14.4% | -26.7% | +12.4% | -10.7% |
| 3M | +16.6% | -8.1% | +24.7% | +11.3% |
| 6M | -0.6% | +123.1% | -123.6% | -26.3% |
| YTD | -20.0% | +369.0% | -389.0% | -52.2% |
| 1Y | -11.2% | +256.4% | -267.6% | -44.6% |
| 3Y | +99.5% | +96.4% | +3.1% | +23.8% |
| All | -12.8% | +817.5% | -830.3% | -73.0% |
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