+827.9%
AEHR vs BB
-29.9%
+857.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -0.3% |
| 7D | +23.0% | -2.1% | +25.1% | +24.4% |
| 30D | -19.9% | -16.0% | -3.9% | -12.1% |
| 3M | +0.5% | -14.5% | +15.0% | +8.1% |
| 6M | +123.6% | +118.6% | +5.0% | +42.3% |
| YTD | +364.6% | +98.9% | +265.7% | +211.6% |
| 1Y | +255.3% | +99.5% | +155.9% | +135.3% |
| 3Y | +89.7% | +65.4% | +24.4% | +22.3% |
| 5Y | +827.9% | -27.6% | +855.5% | +852.9% |
| All | +827.9% | -29.9% | +857.8% | +852.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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