+127.0%
AEHR vs BN
+31.1%
+96.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.0% | -4.7% |
| 7D | +6.4% | -1.0% | +7.4% | +8.0% |
| 30D | -20.3% | +14.0% | -34.3% | -33.5% |
| 3M | -53.8% | -9.0% | -44.8% | -49.5% |
| 6M | -44.8% | -8.8% | -36.0% | -39.2% |
| YTD | +182.2% | -10.3% | +192.5% | +215.3% |
| 1Y | +174.7% | -5.8% | +180.5% | +190.4% |
| 3Y | +143.5% | +94.8% | +48.7% | +8.5% |
| All | +127.0% | +31.1% | +96.0% | +78.3% |
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