+145.3%
AEHR vs BG
+7.2%
+138.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.4% | -9.0% | -7.1% |
| 7D | -5.7% | -3.8% | -2.0% | -4.9% |
| 30D | -41.7% | -9.6% | -32.1% | -40.4% |
| 3M | -44.6% | -8.5% | -36.1% | -44.1% |
| 6M | -28.9% | -23.0% | -5.9% | -22.8% |
| YTD | +201.3% | +10.9% | +190.5% | +165.5% |
| 1Y | +145.3% | +6.0% | +139.4% | +118.2% |
| All | +145.3% | +7.2% | +138.1% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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