+252.8%
SPOT vs AEHR
+4,053.1%
-3,800.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.7% |
| 7D | -3.1% | +9.8% | -12.8% | -3.8% |
| 30D | +7.4% | -26.7% | +34.1% | +9.4% |
| 3M | +8.2% | -8.1% | +16.3% | +6.1% |
| 6M | +2.2% | +123.1% | -120.9% | -9.4% |
| YTD | -9.5% | +369.0% | -378.5% | -26.5% |
| 1Y | -23.8% | +256.4% | -280.2% | -37.2% |
| 3Y | +233.5% | +96.4% | +137.1% | +171.1% |
| 5Y | +112.2% | +836.6% | -724.4% | +38.2% |
| All | +252.8% | +4,053.1% | -3,800.2% | +104.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling