+229.8%
BAC vs AEHR
+303.9%
-74.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +2.1% | -8.5% | +10.6% | +2.5% |
| 30D | -6.7% | -29.6% | +22.9% | -5.1% |
| 3M | -20.2% | -43.9% | +23.7% | -18.2% |
| 6M | -0.2% | -38.7% | +38.5% | -0.1% |
| YTD | -6.4% | +195.0% | -201.4% | -17.3% |
| 1Y | -3.1% | +142.3% | -145.4% | -13.4% |
| 3Y | +96.7% | +143.1% | -46.4% | +66.5% |
| 5Y | +21.3% | +162.7% | -141.4% | -3.3% |
| 10Y | +237.7% | +1,940.1% | -1,702.3% | +108.8% |
| All | +229.8% | +303.9% | -74.1% | +50.5% |
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