+3,912.3%
AEHR vs BAH
+207.9%
+3,704.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | +9.8% | +4.3% | +5.5% | +8.9% |
| 30D | -26.7% | -2.5% | -24.3% | -26.6% |
| 3M | -8.1% | -0.9% | -7.2% | -8.5% |
| 6M | +123.1% | +1.5% | +121.6% | +118.2% |
| YTD | +369.0% | -8.0% | +377.0% | +360.7% |
| 1Y | +256.4% | -24.7% | +281.1% | +273.7% |
| 3Y | +96.4% | -28.4% | +124.8% | +104.5% |
| 5Y | +836.6% | +2.8% | +833.8% | +766.0% |
| All | +3,912.3% | +207.9% | +3,704.3% | +2,992.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling