+145.3%
AEHR vs BBWI
+2.4%
+142.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.1% | -10.7% | -7.0% |
| 7D | -5.7% | +8.8% | -14.5% | -6.8% |
| 30D | -41.7% | +34.8% | -76.5% | -44.5% |
| 3M | -44.6% | +12.9% | -57.6% | -45.3% |
| 6M | -28.9% | +29.6% | -58.5% | -32.9% |
| YTD | +201.3% | +20.8% | +180.6% | +193.5% |
| 1Y | +145.3% | +4.1% | +141.2% | +144.3% |
| All | +145.3% | +2.4% | +142.9% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling