+289.9%
BNY vs AEHR
+88.1%
+201.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -1.3% | +9.8% | -11.1% | -1.9% |
| 30D | -0.2% | -26.7% | +26.6% | +1.3% |
| 3M | +14.9% | -8.1% | +23.0% | +13.8% |
| 6M | +40.0% | +123.1% | -83.1% | +30.3% |
| YTD | +42.0% | +369.0% | -327.0% | +26.2% |
| 1Y | +56.9% | +256.4% | -199.5% | +40.6% |
| 3Y | +289.9% | +96.4% | +193.5% | +238.4% |
| All | +289.9% | +88.1% | +201.8% | +238.4% |
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