+14.9%
SPGI vs AEHR
+154.2%
-139.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +1.6% | -8.5% | +10.1% | +1.7% |
| 30D | +16.1% | -29.6% | +45.7% | +17.0% |
| 3M | +15.5% | -43.9% | +59.4% | +16.7% |
| 6M | +19.6% | -38.7% | +58.4% | +18.8% |
| YTD | -3.6% | +195.0% | -198.6% | -14.3% |
| 1Y | +2.2% | +142.3% | -140.0% | -8.2% |
| 3Y | +30.1% | +143.1% | -113.0% | +9.6% |
| 5Y | +14.9% | +162.7% | -147.7% | -11.8% |
| All | +14.9% | +154.2% | -139.3% | -11.8% |
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