+228.1%
AEHR vs BTG
+38.4%
+189.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.4% | +14.5% | +14.0% |
| 7D | +6.7% | -0.9% | +7.6% | +6.9% |
| 30D | -12.7% | +36.8% | -49.5% | -30.0% |
| 3M | -26.0% | +23.1% | -49.1% | -36.4% |
| 6M | +102.2% | +3.5% | +98.7% | +92.3% |
| YTD | +327.2% | +25.5% | +301.7% | +262.5% |
| 1Y | +228.1% | +40.1% | +188.0% | +205.1% |
| All | +228.1% | +38.4% | +189.7% | +205.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling