+476.1%
AEHR vs BTSG
+421.3%
+54.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.2% | +3.9% |
| 7D | +18.5% | +5.7% | +12.8% | +15.5% |
| 30D | -11.9% | +0.2% | -12.1% | -12.4% |
| 3M | -5.0% | +5.6% | -10.7% | -9.0% |
| 6M | +155.0% | +50.8% | +104.2% | +108.7% |
| YTD | +349.7% | +67.0% | +282.6% | +256.2% |
| 1Y | +260.4% | +145.5% | +114.9% | +153.8% |
| All | +476.1% | +421.3% | +54.7% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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