+8,552.4%
SHOP vs AEHR
+2,377.4%
+6,175.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +1.0% |
| 7D | -1.2% | +6.4% | -7.6% | -2.1% |
| 30D | -14.7% | -20.3% | +5.6% | -13.6% |
| 3M | -7.2% | -53.8% | +46.6% | -0.9% |
| 6M | +54.2% | -44.8% | +99.0% | +54.0% |
| YTD | -8.6% | +182.2% | -190.8% | -30.7% |
| 1Y | +0.5% | +174.7% | -174.2% | -23.6% |
| 3Y | +135.9% | +143.5% | -7.6% | +63.5% |
| 5Y | -11.9% | +129.9% | -141.7% | -44.5% |
| 10Y | +3,608.8% | +1,786.8% | +1,822.0% | +1,700.1% |
| All | +8,552.4% | +2,377.4% | +6,175.0% | +3,964.5% |
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