+254.8%
SPOT vs AEHR
+3,882.0%
-3,627.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.3% | -7.8% | -3.0% |
| 7D | -2.9% | +18.5% | -21.4% | -4.3% |
| 30D | +8.3% | -11.9% | +20.2% | +8.5% |
| 3M | +5.1% | -5.0% | +10.1% | +2.6% |
| 6M | -6.5% | +155.0% | -161.4% | -18.3% |
| YTD | -9.0% | +349.7% | -358.6% | -25.8% |
| 1Y | -26.4% | +260.4% | -286.8% | -39.5% |
| 3Y | +240.0% | +83.6% | +156.4% | +178.1% |
| 5Y | +111.7% | +917.8% | -806.1% | +37.4% |
| All | +254.8% | +3,882.0% | -3,627.2% | +106.0% |
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