+402.1%
BA vs AEHR
+346.0%
+56.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.8% | +0.1% |
| 7D | -1.4% | +8.1% | -9.5% | -2.0% |
| 30D | -7.9% | -15.9% | +8.0% | -7.6% |
| 3M | -25.2% | -43.9% | +18.7% | -23.6% |
| 6M | -26.7% | -37.1% | +10.4% | -26.9% |
| YTD | -19.6% | +225.8% | -245.4% | -28.1% |
| 1Y | -10.6% | +184.0% | -194.6% | -19.6% |
| 3Y | -11.2% | +168.5% | -179.7% | -23.5% |
| 5Y | -20.4% | +186.2% | -206.7% | -34.6% |
| 10Y | +26.8% | +2,078.1% | -2,051.4% | -12.7% |
| All | +402.1% | +346.0% | +56.1% | +181.6% |
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