+77.7%
SPY vs AEHR
+136.3%
-58.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | +0.1% |
| 7D | +2.6% | +6.4% | -3.8% | +2.1% |
| 30D | -2.0% | -20.3% | +18.3% | -1.2% |
| 3M | -2.8% | -53.8% | +51.0% | +0.9% |
| 6M | +2.1% | -44.8% | +47.0% | +3.0% |
| YTD | +11.5% | +182.2% | -170.7% | -1.5% |
| 1Y | +13.5% | +174.7% | -161.3% | +0.3% |
| 3Y | +77.7% | +143.5% | -65.8% | +45.9% |
| All | +77.7% | +136.3% | -58.6% | +45.9% |
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