+228.1%
AEHR vs BURL
-9.5%
+237.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +11.4% |
| 7D | +6.7% | -2.8% | +9.5% | +8.7% |
| 30D | -12.7% | -28.2% | +15.5% | +7.4% |
| 3M | -26.0% | -17.6% | -8.4% | -18.4% |
| 6M | +102.2% | -11.8% | +114.0% | +118.9% |
| YTD | +327.2% | -8.1% | +335.4% | +357.1% |
| 1Y | +228.1% | -12.0% | +240.1% | +226.9% |
| All | +228.1% | -9.5% | +237.6% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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