+181.1%
AEHR vs BUD
+48.3%
+132.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.3% | +12.7% | +10.5% |
| 7D | +8.1% | +0.5% | +7.6% | +8.0% |
| 30D | -15.9% | +7.4% | -23.3% | -17.5% |
| 3M | -43.9% | +4.3% | -48.2% | -44.7% |
| 6M | -37.1% | +5.3% | -42.4% | -39.2% |
| YTD | +225.8% | +33.2% | +192.6% | +183.3% |
| 1Y | +184.0% | +31.8% | +152.3% | +147.5% |
| All | +181.1% | +48.3% | +132.8% | +95.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling