-64.2%
BAX vs AEHR
+126.8%
-191.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +6.9% | +0.6% |
| 7D | +0.1% | +6.4% | -6.3% | -0.3% |
| 30D | +4.1% | -20.3% | +24.4% | +4.7% |
| 3M | -4.5% | -53.8% | +49.2% | -2.1% |
| 6M | +49.2% | -44.8% | +94.1% | +49.6% |
| YTD | +35.2% | +182.2% | -147.0% | +23.9% |
| 1Y | +38.3% | +174.7% | -136.4% | +26.7% |
| 3Y | -19.0% | +143.5% | -162.5% | -28.0% |
| All | -64.2% | +126.8% | -191.0% | -68.8% |
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