+219.8%
BAX vs AEHR
+484.8%
-265.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.1% | -12.1% | +0.8% |
| 7D | -1.1% | +6.7% | -7.9% | -1.3% |
| 30D | -5.5% | -12.7% | +7.2% | -5.3% |
| 3M | +33.5% | -26.0% | +59.5% | +33.6% |
| 6M | +35.9% | +102.2% | -66.3% | +32.7% |
| YTD | +35.4% | +327.2% | -291.9% | +30.2% |
| 1Y | +9.8% | +228.1% | -218.4% | +5.8% |
| 3Y | -32.7% | +67.0% | -99.8% | -35.4% |
| 5Y | -65.6% | +928.1% | -993.7% | -68.2% |
| 10Y | -34.9% | +3,269.5% | -3,304.4% | -42.2% |
| All | +219.8% | +484.8% | -265.0% | +186.5% |
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