-10.1%
BA vs AEHR
+114.5%
-124.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.0% | -8.4% | -0.1% |
| 7D | +1.1% | -2.4% | +3.5% | +0.8% |
| 30D | -7.9% | -40.1% | +32.1% | -5.2% |
| 3M | -25.3% | -46.3% | +21.0% | -23.0% |
| 6M | -24.6% | -44.6% | +20.0% | -24.2% |
| YTD | -20.1% | +165.3% | -185.5% | -31.6% |
| 1Y | -11.8% | +126.1% | -137.9% | -23.6% |
| 3Y | -10.1% | +132.2% | -142.3% | -29.3% |
| All | -10.1% | +114.5% | -124.7% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling