+81.7%
SPY vs AEHR
+976.1%
-894.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.7% | -0.9% |
| 7D | -0.4% | +19.1% | -19.5% | -1.7% |
| 30D | -1.4% | -10.0% | +8.6% | -1.1% |
| 3M | +3.7% | +1.3% | +2.4% | +1.6% |
| 6M | +13.0% | +133.8% | -120.8% | +1.9% |
| YTD | +12.4% | +373.3% | -360.9% | -5.3% |
| 1Y | +18.5% | +256.2% | -237.6% | +1.2% |
| 3Y | +77.6% | +93.2% | -15.6% | +49.5% |
| 5Y | +81.7% | +793.1% | -711.4% | +23.5% |
| All | +81.7% | +976.1% | -894.4% | +23.5% |
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