+827.9%
AEHR vs BN
+30.5%
+797.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -0.3% |
| 7D | +23.0% | -5.9% | +28.9% | +31.9% |
| 30D | -19.9% | -15.1% | -4.9% | -3.1% |
| 3M | +0.5% | -14.6% | +15.1% | +21.8% |
| 6M | +123.6% | -8.4% | +132.0% | +154.6% |
| YTD | +364.6% | -16.8% | +381.4% | +480.4% |
| 1Y | +255.3% | -14.4% | +269.7% | +334.5% |
| 3Y | +89.7% | +70.1% | +19.6% | -0.9% |
| 5Y | +827.9% | +33.5% | +794.4% | +648.6% |
| All | +827.9% | +30.5% | +797.3% | +648.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling