+296.4%
SPGI vs AEHR
+3,898.3%
-3,601.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.3% | -7.8% | -2.7% |
| 7D | -3.1% | +19.1% | -22.2% | -3.7% |
| 30D | +2.0% | -10.0% | +12.1% | +2.1% |
| 3M | +4.3% | +1.3% | +3.0% | +3.1% |
| 6M | -0.2% | +133.8% | -134.0% | -6.2% |
| YTD | -14.8% | +373.3% | -388.1% | -23.2% |
| 1Y | -18.5% | +256.2% | -274.7% | -26.0% |
| 3Y | +16.0% | +93.2% | -77.3% | +4.3% |
| 5Y | +2.2% | +793.1% | -790.9% | -18.2% |
| 10Y | +296.4% | +3,753.2% | -3,456.8% | +177.0% |
| All | +296.4% | +3,898.3% | -3,601.9% | +177.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling