+515.5%
AEHR vs BTI
+3,086.7%
-2,571.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.6% | +5.3% |
| 7D | +18.5% | -1.4% | +19.9% | +18.7% |
| 30D | -11.9% | -7.0% | -4.9% | -11.4% |
| 3M | -5.0% | -6.3% | +1.3% | -4.9% |
| 6M | +155.0% | -2.0% | +156.9% | +153.7% |
| YTD | +349.7% | +0.2% | +349.5% | +346.7% |
| 1Y | +260.4% | +3.8% | +256.6% | +256.4% |
| 3Y | +83.6% | +112.1% | -28.5% | +65.5% |
| 5Y | +917.8% | +113.6% | +804.2% | +816.5% |
| 10Y | +3,517.1% | +69.6% | +3,447.5% | +3,180.0% |
| All | +515.5% | +3,086.7% | -2,571.2% | +646.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling