+515.5%
AEHR vs BHP
+3,292.7%
-2,777.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.5% | +4.6% |
| 7D | +18.5% | +1.3% | +17.3% | +18.0% |
| 30D | -11.9% | +4.0% | -15.9% | -13.3% |
| 3M | -5.0% | +12.3% | -17.3% | -8.3% |
| 6M | +155.0% | +30.8% | +124.1% | +138.0% |
| YTD | +349.7% | +58.8% | +290.9% | +297.5% |
| 1Y | +260.4% | +76.8% | +183.6% | +209.9% |
| 3Y | +83.6% | +87.5% | -3.9% | +57.1% |
| 5Y | +917.8% | +123.9% | +793.9% | +736.0% |
| 10Y | +3,517.1% | +504.4% | +3,012.8% | +2,151.3% |
| All | +515.5% | +3,292.7% | -2,777.1% | +186.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling