+256.4%
AEHR vs BTI
+3.5%
+252.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +1.2% |
| 7D | +9.8% | -0.2% | +10.0% | +9.7% |
| 30D | -26.7% | -1.1% | -25.7% | -26.8% |
| 3M | -8.1% | -8.8% | +0.7% | -9.9% |
| 6M | +123.1% | -4.0% | +127.0% | +114.0% |
| YTD | +369.0% | +0.4% | +368.6% | +351.7% |
| 1Y | +256.4% | +1.9% | +254.5% | +180.9% |
| All | +256.4% | +3.5% | +252.9% | +180.9% |
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