+228.1%
AEHR vs BBWI
-34.3%
+262.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.8% | +10.3% | +12.5% |
| 7D | +6.7% | +1.5% | +5.2% | +6.4% |
| 30D | -12.7% | -5.2% | -7.5% | -11.7% |
| 3M | -26.0% | +11.1% | -37.1% | -28.8% |
| 6M | +102.2% | -13.4% | +115.6% | +109.1% |
| YTD | +327.2% | +0.1% | +327.1% | +325.0% |
| 1Y | +228.1% | -36.1% | +264.2% | +303.4% |
| All | +228.1% | -34.3% | +262.4% | +303.4% |
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