+72.3%
BAC vs AEHR
+922.4%
-850.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.7% | -0.8% |
| 7D | +1.2% | +18.5% | -17.4% | -0.1% |
| 30D | -0.7% | -11.9% | +11.2% | -0.3% |
| 3M | +16.9% | -5.0% | +21.9% | +15.2% |
| 6M | +29.6% | +155.0% | -125.4% | +16.4% |
| YTD | +15.3% | +349.7% | -334.4% | -2.0% |
| 1Y | +28.8% | +260.4% | -231.6% | +10.4% |
| 3Y | +136.4% | +83.6% | +52.8% | +100.7% |
| All | +72.3% | +922.4% | -850.1% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling