+5,237.0%
SPGI vs AEHR
+286.3%
+4,950.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.7% | +1.3% |
| 7D | +1.2% | +6.4% | -5.1% | +1.0% |
| 30D | +15.9% | -20.3% | +36.2% | +16.4% |
| 3M | +12.3% | -53.8% | +66.1% | +14.6% |
| 6M | +23.7% | -44.8% | +68.5% | +23.7% |
| YTD | -3.5% | +182.2% | -185.8% | -11.3% |
| 1Y | +0.4% | +174.7% | -174.3% | -7.7% |
| 3Y | +29.9% | +143.5% | -113.6% | +15.4% |
| 5Y | +15.2% | +129.9% | -114.7% | -0.9% |
| 10Y | +337.2% | +1,786.8% | -1,449.6% | +220.0% |
| All | +5,237.0% | +286.3% | +4,950.7% | +3,210.0% |
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 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