+3,912.3%
AEHR vs BHP
+496.8%
+3,415.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.1% |
| 7D | +9.8% | -3.6% | +13.4% | +12.6% |
| 30D | -26.7% | -1.2% | -25.5% | -26.5% |
| 3M | -8.1% | +1.2% | -9.3% | -8.5% |
| 6M | +123.1% | +21.4% | +101.7% | +103.1% |
| YTD | +369.0% | +50.4% | +318.6% | +281.8% |
| 1Y | +256.4% | +67.5% | +188.9% | +175.7% |
| 3Y | +96.4% | +72.8% | +23.6% | +50.9% |
| 5Y | +836.6% | +112.6% | +724.0% | +570.3% |
| All | +3,912.3% | +496.8% | +3,415.4% | +2,036.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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