+256.4%
AEHR vs BUD
+34.7%
+221.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +9.8% | -2.6% | +12.4% | +9.8% |
| 30D | -26.7% | -1.2% | -25.5% | -26.8% |
| 3M | -8.1% | -4.9% | -3.2% | -8.4% |
| 6M | +123.1% | +9.3% | +113.8% | +98.5% |
| YTD | +369.0% | +24.0% | +345.0% | +331.4% |
| 1Y | +256.4% | +34.5% | +221.8% | +270.0% |
| All | +256.4% | +34.7% | +221.7% | +270.0% |
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