+228.1%
AEHR vs BTI
+5.0%
+223.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.1% | +14.2% | +12.7% |
| 7D | +6.7% | -1.4% | +8.1% | +6.2% |
| 30D | -12.7% | -6.6% | -6.1% | -14.1% |
| 3M | -26.0% | -3.0% | -23.0% | -28.9% |
| 6M | +102.2% | -6.7% | +108.9% | +95.2% |
| YTD | +327.2% | +0.6% | +326.7% | +312.3% |
| 1Y | +228.1% | +5.6% | +222.5% | +244.9% |
| All | +228.1% | +5.0% | +223.1% | +244.9% |
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