+145.3%
AEHR vs BWA
+17.4%
+128.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.5% | -4.0% | -3.3% |
| 7D | -5.7% | -9.9% | +4.2% | +8.3% |
| 30D | -41.7% | -16.4% | -25.4% | -26.6% |
| 3M | -44.6% | -19.8% | -24.8% | -26.7% |
| 6M | -28.9% | -10.0% | -19.0% | -13.8% |
| YTD | +201.3% | +12.7% | +188.6% | +200.3% |
| 1Y | +145.3% | +15.7% | +129.7% | +138.2% |
| All | +145.3% | +17.4% | +128.0% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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