+82.6%
SPYM vs AEHR
+775.9%
-693.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | -2.0% | +23.0% | -25.0% | -3.5% |
| 30D | -1.6% | -19.9% | +18.3% | -0.5% |
| 3M | +4.7% | +0.5% | +4.2% | +2.7% |
| 6M | +12.6% | +123.6% | -111.0% | +2.0% |
| YTD | +11.8% | +364.6% | -352.8% | -5.5% |
| 1Y | +17.5% | +255.3% | -237.8% | +0.6% |
| 3Y | +77.0% | +89.7% | -12.7% | +49.7% |
| 5Y | +82.6% | +827.9% | -745.3% | +25.1% |
| All | +82.6% | +775.9% | -693.3% | +25.1% |
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