+145.3%
AEHR vs BTI
+24.7%
+120.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.4% | -10.0% | -4.3% |
| 7D | -5.7% | +5.3% | -11.0% | -2.3% |
| 30D | -41.7% | +19.1% | -60.8% | -36.0% |
| 3M | -44.6% | +6.5% | -51.1% | -40.3% |
| 6M | -28.9% | +9.4% | -38.4% | -27.8% |
| YTD | +201.3% | +14.4% | +186.9% | +189.8% |
| 1Y | +145.3% | +23.9% | +121.4% | +111.5% |
| All | +145.3% | +24.7% | +120.7% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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