+712.1%
AEHR vs BRO
+17.6%
+694.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +9.8% | -7.3% | +17.1% | +11.1% |
| 30D | -26.7% | -6.9% | -19.9% | -26.2% |
| 3M | -8.1% | +10.7% | -18.8% | -15.4% |
| 6M | +123.1% | -2.7% | +125.8% | +117.7% |
| YTD | +369.0% | -16.3% | +385.3% | +390.1% |
| 1Y | +256.4% | -29.1% | +285.5% | +312.0% |
| 3Y | +96.4% | -7.8% | +104.2% | +56.9% |
| All | +712.1% | +17.6% | +694.5% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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