+8,434.7%
SHOP vs AEHR
+3,650.4%
+4,784.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.1% | -13.6% | -2.1% |
| 7D | -5.1% | +6.7% | -11.9% | -6.0% |
| 30D | +0.6% | -12.7% | +13.3% | +1.3% |
| 3M | +25.0% | -26.0% | +51.0% | +24.7% |
| 6M | +11.9% | +102.2% | -90.3% | -6.3% |
| YTD | -9.9% | +327.2% | -337.1% | -33.6% |
| 1Y | 0.0% | +228.1% | -228.2% | -24.5% |
| 3Y | +117.5% | +67.0% | +50.5% | +62.4% |
| 5Y | -6.6% | +928.1% | -934.8% | -47.3% |
| 10Y | +3,320.3% | +3,269.5% | +50.8% | +1,499.7% |
| All | +8,434.7% | +3,650.4% | +4,784.3% | +3,793.9% |
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