+3,912.3%
AEHR vs BDX
+59.3%
+3,853.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | +9.8% | -3.2% | +12.9% | +10.6% |
| 30D | -26.7% | -2.5% | -24.2% | -26.4% |
| 3M | -8.1% | +21.4% | -29.5% | -13.7% |
| 6M | +123.1% | +10.4% | +112.6% | +115.4% |
| YTD | +369.0% | +18.8% | +350.2% | +345.7% |
| 1Y | +256.4% | +21.7% | +234.7% | +236.6% |
| 3Y | +96.4% | -10.0% | +106.3% | +95.6% |
| 5Y | +836.6% | -1.8% | +838.4% | +811.7% |
| All | +3,912.3% | +59.3% | +3,853.0% | +2,932.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling