-67.0%
BAX vs AEHR
+775.9%
-842.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.8% |
| 7D | -5.4% | +23.0% | -28.4% | -6.3% |
| 30D | -12.4% | -19.9% | +7.6% | -11.9% |
| 3M | +19.1% | +0.5% | +18.6% | +17.6% |
| 6M | +38.6% | +123.6% | -85.0% | +30.8% |
| YTD | +26.7% | +364.6% | -337.9% | +16.1% |
| 1Y | +1.0% | +255.3% | -254.3% | -6.9% |
| 3Y | -33.9% | +89.7% | -123.6% | -40.5% |
| 5Y | -67.0% | +827.9% | -894.9% | -70.6% |
| All | -67.0% | +775.9% | -842.9% | -70.6% |
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 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