+72.3%
BA vs AEHR
+3,460.4%
-3,388.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -1.1% |
| 7D | +2.5% | +18.5% | -16.1% | +1.0% |
| 30D | -10.1% | -11.9% | +1.8% | -9.7% |
| 3M | -2.4% | -5.0% | +2.6% | -4.0% |
| 6M | -8.8% | +155.0% | -163.8% | -18.8% |
| YTD | -2.9% | +349.7% | -352.6% | -18.7% |
| 1Y | -8.8% | +260.4% | -269.2% | -23.0% |
| 3Y | -0.3% | +83.6% | -83.9% | -16.9% |
| 5Y | -0.3% | +917.8% | -918.1% | -32.6% |
| 10Y | +72.3% | +3,517.1% | -3,444.8% | -5.1% |
| All | +72.3% | +3,460.4% | -3,388.1% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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