+256.4%
AEHR vs BWA
+55.6%
+200.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | -0.9% |
| 7D | +9.8% | -1.3% | +11.1% | +11.3% |
| 30D | -26.7% | -2.9% | -23.8% | -23.3% |
| 3M | -8.1% | -10.7% | +2.6% | +6.7% |
| 6M | +123.1% | +26.5% | +96.6% | +80.9% |
| YTD | +369.0% | +49.1% | +319.9% | +229.2% |
| 1Y | +256.4% | +52.1% | +204.3% | +151.4% |
| All | +256.4% | +55.6% | +200.8% | +151.4% |
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