+23.4%
BA vs AEHR
+1,901.3%
-1,877.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.2% | +5.5% | -1.2% |
| 7D | -0.6% | +24.2% | -24.7% | -2.3% |
| 30D | -8.0% | -21.2% | +13.2% | -7.2% |
| 3M | -25.8% | -52.8% | +27.0% | -22.5% |
| 6M | -27.6% | -36.9% | +9.3% | -27.9% |
| YTD | -21.0% | +202.3% | -223.3% | -32.8% |
| 1Y | -12.3% | +162.9% | -175.1% | -24.7% |
| 3Y | -12.8% | +149.1% | -161.9% | -30.1% |
| 5Y | -22.4% | +146.2% | -168.6% | -42.9% |
| All | +23.4% | +1,901.3% | -1,877.9% | -31.2% |
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