+712.1%
AEHR vs BTI
+118.0%
+594.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +9.8% | -0.2% | +10.0% | +9.8% |
| 30D | -26.7% | -1.1% | -25.7% | -26.7% |
| 3M | -8.1% | -8.8% | +0.7% | -8.2% |
| 6M | +123.1% | -4.0% | +127.0% | +120.6% |
| YTD | +369.0% | +0.4% | +368.6% | +361.8% |
| 1Y | +256.4% | +1.9% | +254.5% | +251.8% |
| 3Y | +96.4% | +108.5% | -12.1% | +56.0% |
| All | +712.1% | +118.0% | +594.1% | +638.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling