+230.9%
SPOT vs AEHR
+86.3%
+144.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.2% |
| 7D | -6.9% | +23.0% | -29.8% | -7.4% |
| 30D | +4.1% | -19.9% | +24.1% | +4.5% |
| 3M | +3.7% | +0.5% | +3.2% | +2.4% |
| 6M | -1.6% | +123.6% | -125.2% | -7.7% |
| YTD | -10.2% | +364.6% | -374.8% | -19.9% |
| 1Y | -25.9% | +255.3% | -281.2% | -33.3% |
| All | +230.9% | +86.3% | +144.6% | +218.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling