+536.0%
AEHR vs BDX
+1,373.8%
-837.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | 0.0% | -1.5% |
| 7D | +23.0% | -5.4% | +28.4% | +24.1% |
| 30D | -19.9% | -2.2% | -17.8% | -19.8% |
| 3M | +0.5% | +20.1% | -19.6% | -3.5% |
| 6M | +123.6% | +9.1% | +114.5% | +118.4% |
| YTD | +364.6% | +17.9% | +346.8% | +348.5% |
| 1Y | +255.3% | +22.1% | +233.3% | +240.8% |
| 3Y | +89.7% | -10.5% | +100.2% | +90.6% |
| 5Y | +827.9% | -2.6% | +830.5% | +813.7% |
| 10Y | +3,682.7% | +57.5% | +3,625.2% | +3,288.1% |
| All | +536.0% | +1,373.8% | -837.8% | +295.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling