+1,302.8%
AEHR vs BRKR
+172.5%
+1,130.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +9.8% | -8.7% | +18.4% | +11.5% |
| 30D | -26.7% | -9.9% | -16.9% | -25.4% |
| 3M | -8.1% | -3.1% | -5.0% | -8.7% |
| 6M | +123.1% | +45.5% | +77.6% | +104.7% |
| YTD | +369.0% | +13.7% | +355.3% | +352.8% |
| 1Y | +256.4% | +67.4% | +188.9% | +221.4% |
| 3Y | +96.4% | -13.2% | +109.6% | +97.5% |
| 5Y | +836.6% | -39.5% | +876.1% | +896.4% |
| 10Y | +3,718.1% | +153.5% | +3,564.7% | +3,220.7% |
| All | +1,302.8% | +172.5% | +1,130.3% | +872.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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