+228.1%
AEHR vs BDX
+27.3%
+200.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.5% | +14.6% | +13.3% |
| 7D | +6.7% | -2.5% | +9.3% | +7.0% |
| 30D | -12.7% | +8.3% | -20.9% | -13.8% |
| 3M | -26.0% | +24.4% | -50.4% | -30.5% |
| 6M | +102.2% | +9.2% | +93.0% | +119.3% |
| YTD | +327.2% | +22.7% | +304.5% | +340.0% |
| 1Y | +228.1% | +25.9% | +202.2% | +250.7% |
| All | +228.1% | +27.3% | +200.8% | +250.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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