+575.8%
SPMO vs AEHR
+4,001.3%
-3,425.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.4% |
| 7D | +2.7% | +19.1% | -16.4% | +1.5% |
| 30D | +1.1% | -10.0% | +11.1% | +1.4% |
| 3M | +2.0% | +1.3% | +0.7% | +0.8% |
| 6M | +26.5% | +133.8% | -107.2% | +18.4% |
| YTD | +26.5% | +373.3% | -346.8% | +13.4% |
| 1Y | +27.9% | +256.2% | -228.2% | +15.7% |
| 3Y | +160.4% | +93.2% | +67.1% | +131.8% |
| 5Y | +151.5% | +793.1% | -641.6% | +102.0% |
| 10Y | +526.3% | +3,753.2% | -3,226.9% | +352.5% |
| All | +575.8% | +4,001.3% | -3,425.4% | +399.7% |
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