+4,898.0%
SPGI vs AEHR
+484.8%
+4,413.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +13.1% | -14.7% | -2.1% |
| 7D | +0.1% | +6.7% | -6.6% | -0.2% |
| 30D | +8.4% | -12.7% | +21.1% | +8.6% |
| 3M | +11.8% | -26.0% | +37.8% | +11.7% |
| 6M | +5.7% | +102.2% | -96.5% | +0.1% |
| YTD | -9.7% | +327.2% | -336.9% | -17.7% |
| 1Y | -12.5% | +228.1% | -240.6% | -19.8% |
| 3Y | +21.8% | +67.0% | -45.2% | +10.9% |
| 5Y | +8.2% | +928.1% | -919.9% | -12.2% |
| 10Y | +309.5% | +3,269.5% | -2,960.0% | +194.4% |
| All | +4,898.0% | +484.8% | +4,413.2% | +2,972.1% |
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