+28.1%
BA vs AEHR
+1,804.8%
-1,776.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.6% | -12.2% | -1.5% |
| 7D | -1.7% | +16.2% | -17.9% | -3.4% |
| 30D | -9.5% | -29.3% | +19.9% | -7.8% |
| 3M | -26.5% | -42.0% | +15.5% | -24.5% |
| 6M | -27.4% | -38.5% | +11.1% | -27.5% |
| YTD | -20.6% | +196.2% | -216.8% | -32.3% |
| 1Y | -11.4% | +144.3% | -155.7% | -23.4% |
| 3Y | -10.8% | +158.0% | -168.9% | -28.7% |
| 5Y | -21.9% | +144.4% | -166.3% | -42.5% |
| 10Y | +28.1% | +1,867.4% | -1,839.3% | -28.5% |
| All | +28.1% | +1,804.8% | -1,776.6% | -28.5% |
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