+510.6%
BA vs AEHR
+484.8%
+25.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.1% | -12.3% | +0.1% |
| 7D | +1.2% | +6.7% | -5.6% | +0.7% |
| 30D | -11.6% | -12.7% | +1.0% | -11.3% |
| 3M | -2.4% | -26.0% | +23.6% | -2.2% |
| 6M | -6.6% | +102.2% | -108.8% | -12.8% |
| YTD | -2.2% | +327.2% | -329.5% | -13.2% |
| 1Y | -8.0% | +228.1% | -236.1% | -17.7% |
| 3Y | -5.0% | +67.0% | -72.0% | -15.6% |
| 5Y | -2.7% | +928.1% | -930.8% | -24.7% |
| 10Y | +75.9% | +3,269.5% | -3,193.6% | +19.2% |
| All | +510.6% | +484.8% | +25.7% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling