+115.3%
SPOT vs AEHR
+817.5%
-702.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.7% |
| 7D | -3.1% | +9.8% | -12.8% | -4.0% |
| 30D | +7.4% | -26.7% | +34.1% | +9.9% |
| 3M | +8.2% | -8.1% | +16.3% | +5.5% |
| 6M | +2.2% | +123.1% | -120.9% | -13.0% |
| YTD | -9.5% | +369.0% | -378.5% | -31.7% |
| 1Y | -23.8% | +256.4% | -280.2% | -41.4% |
| 3Y | +233.5% | +96.4% | +137.1% | +159.3% |
| All | +115.3% | +817.5% | -702.3% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling