+1,154.7%
AEHR vs BB
+258.8%
+895.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +6.7% | -5.6% | +12.4% | +7.7% |
| 30D | -12.7% | -11.8% | -0.9% | -10.9% |
| 3M | -26.0% | -25.5% | -0.5% | -22.3% |
| 6M | +102.2% | +121.3% | -19.1% | +80.3% |
| YTD | +327.2% | +103.2% | +224.1% | +286.0% |
| 1Y | +228.1% | +102.6% | +125.5% | +196.2% |
| 3Y | +67.0% | +37.5% | +29.5% | +55.9% |
| 5Y | +928.1% | -30.4% | +958.6% | +930.2% |
| 10Y | +3,269.5% | 0.0% | +3,269.5% | +2,904.0% |
| All | +1,154.7% | +258.8% | +895.9% | +1,105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling