+1,312.5%
SPY vs AEHR
+484.8%
+827.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.1% | -13.5% | -1.0% |
| 7D | +0.1% | +6.7% | -6.6% | -0.2% |
| 30D | +0.1% | -12.7% | +12.7% | +0.4% |
| 3M | +2.0% | -26.0% | +28.0% | +2.2% |
| 6M | +13.0% | +102.2% | -89.2% | +7.1% |
| YTD | +13.5% | +327.2% | -313.7% | +3.3% |
| 1Y | +20.0% | +228.1% | -208.1% | +9.9% |
| 3Y | +77.2% | +67.0% | +10.1% | +61.2% |
| 5Y | +81.9% | +928.1% | -846.2% | +48.2% |
| 10Y | +314.1% | +3,269.5% | -2,955.5% | +201.4% |
| All | +1,312.5% | +484.8% | +827.6% | +780.6% |
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