+145.3%
AEHR vs BUD
+38.4%
+107.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.1% | -9.7% | -5.4% |
| 7D | -5.7% | +3.3% | -9.1% | -4.6% |
| 30D | -41.7% | +11.8% | -53.6% | -41.1% |
| 3M | -44.6% | -1.1% | -43.5% | -42.7% |
| 6M | -28.9% | +14.9% | -43.8% | -35.2% |
| YTD | +201.3% | +32.6% | +168.7% | +144.9% |
| 1Y | +145.3% | +37.2% | +108.1% | +94.4% |
| All | +145.3% | +38.4% | +107.0% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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