+707.7%
BE vs AEHR
+2,293.7%
-1,586.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.2% | +3.6% | -1.6% |
| 7D | +20.5% | +24.2% | -3.6% | +13.9% |
| 30D | -23.4% | -21.2% | -2.1% | -18.2% |
| 3M | -14.9% | -52.8% | +37.9% | +2.7% |
| 6M | -28.1% | -36.9% | +8.8% | -21.1% |
| YTD | +132.4% | +202.3% | -69.9% | +71.7% |
| 1Y | +59.4% | +162.9% | -103.5% | +22.0% |
| 3Y | +1,815.8% | +149.1% | +1,666.7% | +1,193.2% |
| 5Y | +491.3% | +146.2% | +345.1% | +242.9% |
| All | +707.7% | +2,293.7% | -1,586.0% | +112.8% |
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 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