+145.3%
AEHR vs BDX
+54.0%
+91.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +5.6% | -12.1% | -5.3% |
| 7D | -5.7% | +7.2% | -12.9% | -4.2% |
| 30D | -41.7% | +15.8% | -57.5% | -40.4% |
| 3M | -44.6% | +23.7% | -68.3% | -43.8% |
| 6M | -28.9% | +44.8% | -73.8% | -33.2% |
| YTD | +201.3% | +39.8% | +161.6% | +227.7% |
| 1Y | +145.3% | +52.3% | +93.0% | +171.8% |
| All | +145.3% | +54.0% | +91.3% | +171.8% |
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