+94.5%
AEHR vs BHP
+72.0%
+22.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.5% | +5.3% |
| 7D | +23.0% | -3.7% | +26.7% | +29.1% |
| 30D | -19.9% | -0.8% | -19.1% | -20.3% |
| 3M | +0.5% | +7.6% | -7.1% | -9.5% |
| 6M | +123.6% | +20.8% | +102.8% | +79.7% |
| YTD | +364.6% | +50.8% | +313.9% | +198.4% |
| 1Y | +255.3% | +70.9% | +184.4% | +102.7% |
| All | +94.5% | +72.0% | +22.6% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling