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Aimery
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


AEHR 16.67%TSLA 16.67%AMZN 16.67%SMCI 16.67%NVDA 16.67%MSFT 16.67%EquityEquity
PositionCategory/SectorWeight
AEHR
Aehr Test Systems
Technology

16.67%

AMZN
Amazon.com, Inc.
Consumer Cyclical

16.67%

MSFT
Microsoft Corporation
Technology

16.67%

NVDA
NVIDIA Corporation
Technology

16.67%

SMCI
Super Micro Computer, Inc.
Technology

16.67%

TSLA
Tesla, Inc.
Consumer Cyclical

16.67%

S&P 500

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Aimery , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%NovemberDecember2024FebruaryMarchApril
19,643.68%
377.05%
Aimery
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Jun 29, 2010, corresponding to the inception date of TSLA

Returns By Period

As of Apr 20, 2024, the Aimery returned 26.81% Year-To-Date and 50.85% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
4.14%-4.93%17.59%20.28%11.33%10.22%
Aimery 26.81%-14.51%43.35%106.40%77.77%50.85%
AEHR
Aehr Test Systems
-60.95%-29.33%-67.22%-61.46%44.53%15.04%
TSLA
Tesla, Inc.
-40.82%-13.92%-30.63%-10.92%53.06%26.71%
AMZN
Amazon.com, Inc.
14.93%-2.37%39.51%63.27%12.70%26.41%
SMCI
Super Micro Computer, Inc.
151.06%-26.64%187.09%564.97%100.61%43.19%
NVDA
NVIDIA Corporation
53.88%-19.18%84.14%181.07%74.55%67.03%
MSFT
Microsoft Corporation
6.33%-6.91%22.65%40.82%27.37%28.10%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20248.51%28.17%6.41%
2023-6.40%-12.45%12.22%3.92%

Expense Ratio

The Aimery has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Aimery
Sharpe ratio
The chart of Sharpe ratio for Aimery , currently valued at 2.45, compared to the broader market-1.000.001.002.003.004.002.45
Sortino ratio
The chart of Sortino ratio for Aimery , currently valued at 3.17, compared to the broader market-2.000.002.004.006.003.17
Omega ratio
The chart of Omega ratio for Aimery , currently valued at 1.39, compared to the broader market0.801.001.201.401.601.801.39
Calmar ratio
The chart of Calmar ratio for Aimery , currently valued at 4.58, compared to the broader market0.002.004.006.008.004.58
Martin ratio
The chart of Martin ratio for Aimery , currently valued at 11.50, compared to the broader market0.0010.0020.0030.0040.0011.50
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-1.000.001.002.003.004.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.44, compared to the broader market-2.000.002.004.006.002.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.29, compared to the broader market0.801.001.201.401.601.801.29
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.27, compared to the broader market0.002.004.006.008.001.27
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.65, compared to the broader market0.0010.0020.0030.0040.006.65

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AEHR
Aehr Test Systems
-0.85-1.310.85-0.79-1.39
TSLA
Tesla, Inc.
-0.39-0.260.97-0.29-0.80
AMZN
Amazon.com, Inc.
2.293.111.381.4914.38
SMCI
Super Micro Computer, Inc.
5.574.291.6113.7731.89
NVDA
NVIDIA Corporation
3.544.401.548.1226.76
MSFT
Microsoft Corporation
1.792.571.312.107.69

Sharpe Ratio

The current Aimery Sharpe ratio is 2.45. A Sharpe ratio higher than 2.0 is considered very good.

-1.000.001.002.003.004.002.45

The Sharpe ratio of Aimery is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
2.45
1.66
Aimery
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

Aimery granted a 0.12% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Aimery 0.12%0.13%0.19%0.12%0.18%0.25%0.36%0.36%0.47%0.59%0.70%0.76%
AEHR
Aehr Test Systems
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSLA
Tesla, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMZN
Amazon.com, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SMCI
Super Micro Computer, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVDA
NVIDIA Corporation
0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%1.94%
MSFT
Microsoft Corporation
0.72%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%2.59%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-20.55%
-5.46%
Aimery
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Aimery . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Aimery was 41.42%, occurring on Jul 1, 2022. Recovery took 148 trading sessions.

The current Aimery drawdown is 20.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.42%Nov 5, 2021164Jul 1, 2022148Feb 2, 2023312
-41.31%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-32.35%Jun 15, 2018133Dec 24, 2018223Nov 12, 2019356
-26.29%May 2, 2012137Nov 15, 2012116May 6, 2013253
-24.36%May 13, 201199Oct 3, 2011124Mar 30, 2012223

Volatility

Volatility Chart

The current Aimery volatility is 10.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
10.18%
3.15%
Aimery
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

AEHRSMCITSLAAMZNMSFTNVDA
AEHR1.000.180.190.190.200.24
SMCI0.181.000.250.290.340.40
TSLA0.190.251.000.390.350.39
AMZN0.190.290.391.000.570.50
MSFT0.200.340.350.571.000.55
NVDA0.240.400.390.500.551.00