+98.2%
AEHR vs BWA
+67.1%
+31.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.8% |
| 7D | +19.1% | +0.1% | +19.0% | +18.9% |
| 30D | -10.0% | -5.6% | -4.5% | -4.0% |
| 3M | +1.3% | -10.7% | +12.0% | +14.9% |
| 6M | +133.8% | +23.2% | +110.6% | +103.8% |
| YTD | +373.3% | +46.0% | +327.3% | +257.8% |
| 1Y | +256.2% | +51.2% | +205.0% | +161.5% |
| All | +98.2% | +67.1% | +31.0% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling