+228.1%
AEHR vs BUD
+36.8%
+191.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.2% | +12.9% | +13.1% |
| 7D | +6.7% | +0.3% | +6.5% | +6.8% |
| 30D | -12.7% | -5.7% | -7.0% | -11.5% |
| 3M | -26.0% | +3.1% | -29.1% | -28.7% |
| 6M | +102.2% | +7.9% | +94.3% | +76.1% |
| YTD | +327.2% | +27.3% | +299.9% | +295.1% |
| 1Y | +228.1% | +37.8% | +190.3% | +243.1% |
| All | +228.1% | +36.8% | +191.3% | +243.1% |
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