-12.5%
SPGI vs AEHR
+255.0%
-267.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +13.1% | -14.7% | -0.9% |
| 7D | +0.1% | +6.7% | -6.6% | +0.6% |
| 30D | +8.4% | -12.7% | +21.1% | +8.0% |
| 3M | +11.8% | -26.0% | +37.8% | +12.0% |
| 6M | +5.7% | +102.2% | -96.5% | +7.5% |
| YTD | -9.7% | +327.2% | -336.9% | -5.4% |
| 1Y | -12.5% | +228.1% | -240.6% | -8.7% |
| All | -12.5% | +255.0% | -267.4% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling