+3,912.3%
AEHR vs BWA
+156.8%
+3,755.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | -0.1% |
| 7D | +9.8% | -1.3% | +11.1% | +10.6% |
| 30D | -26.7% | -2.9% | -23.8% | -24.7% |
| 3M | -8.1% | -10.7% | +2.6% | +0.6% |
| 6M | +123.1% | +26.5% | +96.6% | +99.4% |
| YTD | +369.0% | +49.1% | +319.9% | +278.3% |
| 1Y | +256.4% | +52.1% | +204.3% | +183.9% |
| 3Y | +96.4% | +72.6% | +23.8% | +42.6% |
| 5Y | +836.6% | +89.4% | +747.2% | +560.7% |
| All | +3,912.3% | +156.8% | +3,755.5% | +2,244.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling