-39.3%
BAX vs AEHR
+3,845.4%
-3,884.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.6% |
| 7D | -7.9% | +9.8% | -17.6% | -8.2% |
| 30D | -11.7% | -26.7% | +15.1% | -10.9% |
| 3M | +16.2% | -8.1% | +24.3% | +15.4% |
| 6M | +32.0% | +123.1% | -91.1% | +25.8% |
| YTD | +24.7% | +369.0% | -344.3% | +15.6% |
| 1Y | -2.6% | +256.4% | -259.0% | -9.2% |
| 3Y | -35.0% | +96.4% | -131.3% | -40.1% |
| 5Y | -67.6% | +836.6% | -904.2% | -71.9% |
| All | -39.3% | +3,845.4% | -3,884.7% | -52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling