+5.1%
SPGI vs AEHR
+889.0%
-883.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.3% | -8.5% | -3.4% |
| 7D | -2.5% | +18.5% | -21.0% | -3.1% |
| 30D | +5.4% | -11.9% | +17.3% | +5.5% |
| 3M | +9.0% | -5.0% | +14.1% | +8.0% |
| 6M | +0.8% | +155.0% | -154.2% | -6.6% |
| YTD | -12.6% | +349.7% | -362.2% | -22.3% |
| 1Y | -16.1% | +260.4% | -276.6% | -25.2% |
| 3Y | +19.0% | +83.6% | -64.6% | +6.5% |
| 5Y | +5.1% | +917.8% | -912.8% | -22.2% |
| All | +5.1% | +889.0% | -883.9% | -22.2% |
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