+12.5%
BND vs AEHR
+88.1%
-75.5%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.0% | +9.8% | -10.8% | -1.1% |
| 30D | -1.1% | -26.7% | +25.6% | -1.0% |
| 3M | -1.9% | -8.1% | +6.2% | -2.0% |
| 6M | -1.6% | +123.1% | -124.7% | -2.4% |
| YTD | -1.2% | +369.0% | -370.2% | -2.5% |
| 1Y | -0.7% | +256.4% | -257.1% | -1.9% |
| 3Y | +12.5% | +96.4% | -83.9% | +12.6% |
| All | +12.5% | +88.1% | -75.5% | +12.6% |
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 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