+6,231.1%
AEHR vs BUD
+217.8%
+6,013.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -6.9% |
| 7D | +6.4% | +1.0% | +5.4% | +6.1% |
| 30D | -20.3% | +6.7% | -27.0% | -22.2% |
| 3M | -53.8% | +5.7% | -59.5% | -55.0% |
| 6M | -44.8% | +5.8% | -50.6% | -46.7% |
| YTD | +182.2% | +34.4% | +147.8% | +156.0% |
| 1Y | +174.7% | +33.3% | +141.5% | +149.6% |
| 3Y | +143.5% | +48.8% | +94.7% | +113.4% |
| 5Y | +129.9% | +52.5% | +77.3% | +98.9% |
| 10Y | +1,786.8% | -4.0% | +1,790.7% | +1,569.9% |
| All | +6,231.1% | +217.8% | +6,013.3% | +5,377.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling