+6,478.0%
AEHR vs BAH
+1,077.1%
+5,400.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.6% | +11.0% | +10.5% |
| 7D | +8.1% | -1.6% | +9.7% | +8.3% |
| 30D | -15.9% | +18.0% | -33.9% | -18.3% |
| 3M | -43.9% | +11.4% | -55.3% | -45.3% |
| 6M | -37.1% | +17.7% | -54.8% | -39.9% |
| YTD | +225.8% | +5.4% | +220.4% | +212.4% |
| 1Y | +184.0% | +2.8% | +181.3% | +174.3% |
| 3Y | +168.5% | -26.7% | +195.1% | +178.2% |
| 5Y | +186.2% | +8.1% | +178.2% | +170.1% |
| 10Y | +2,078.1% | +202.5% | +1,875.6% | +1,606.0% |
| All | +6,478.0% | +1,077.1% | +5,400.9% | +4,000.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling