-32.1%
BAX vs AEHR
+80.3%
-112.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.3% | -9.0% | -4.1% |
| 7D | -2.4% | +18.5% | -21.0% | -3.5% |
| 30D | -9.7% | -11.9% | +2.2% | -9.6% |
| 3M | +29.3% | -5.0% | +34.3% | +27.2% |
| 6M | +40.7% | +155.0% | -114.3% | +26.8% |
| YTD | +30.3% | +349.7% | -319.4% | +12.9% |
| 1Y | +3.4% | +260.4% | -257.0% | -9.7% |
| All | -32.1% | +80.3% | -112.4% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling