+728.8%
AEHR vs BB
+314.8%
+414.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.2% | -6.3% |
| 7D | +6.4% | +1.8% | +4.5% | +6.2% |
| 30D | -20.3% | +8.1% | -28.4% | -20.8% |
| 3M | -53.8% | -1.0% | -52.8% | -53.6% |
| 6M | -44.8% | +45.9% | -90.7% | -47.7% |
| YTD | +182.2% | +134.8% | +47.4% | +149.6% |
| 1Y | +174.7% | +104.6% | +70.1% | +147.5% |
| 3Y | +143.5% | +152.8% | -9.3% | +111.4% |
| 5Y | +129.9% | -17.4% | +147.3% | +125.5% |
| 10Y | +1,786.8% | +22.4% | +1,764.3% | +1,539.7% |
| All | +728.8% | +314.8% | +414.0% | +679.9% |
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 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