+515.5%
AEHR vs BWA
+1,458.2%
-942.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.1% | +6.0% |
| 7D | +18.5% | +4.3% | +14.3% | +16.6% |
| 30D | -11.9% | -2.9% | -9.0% | -10.4% |
| 3M | -5.0% | -12.4% | +7.4% | +1.3% |
| 6M | +155.0% | +28.6% | +126.4% | +138.5% |
| YTD | +349.7% | +48.2% | +301.5% | +299.5% |
| 1Y | +260.4% | +50.9% | +209.5% | +218.1% |
| 3Y | +83.6% | +72.2% | +11.4% | +54.5% |
| 5Y | +917.8% | +91.1% | +826.8% | +749.6% |
| 10Y | +3,517.1% | +144.0% | +3,373.1% | +2,572.6% |
| All | +515.5% | +1,458.2% | -942.7% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling