+97.7%
AEHR vs BAM
+86.2%
+11.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.0% | +8.1% |
| 7D | -2.4% | +9.7% | -12.1% | -11.3% |
| 30D | -40.1% | +19.0% | -59.0% | -50.1% |
| 3M | -46.3% | +0.6% | -46.8% | -48.0% |
| 6M | -44.6% | +11.1% | -55.7% | -51.5% |
| YTD | +165.3% | +4.2% | +161.1% | +146.2% |
| 1Y | +126.1% | +3.3% | +122.8% | +112.4% |
| 3Y | +132.2% | +88.8% | +43.4% | +23.7% |
| All | +97.7% | +86.2% | +11.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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