+141.1%
BP vs AEHR
+976.1%
-835.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.5% | +1.6% |
| 7D | +4.0% | +19.1% | -15.1% | +3.2% |
| 30D | +7.8% | -10.0% | +17.9% | +8.0% |
| 3M | +8.4% | +1.3% | +7.0% | +7.1% |
| 6M | +15.1% | +133.8% | -118.7% | +7.7% |
| YTD | +36.4% | +373.3% | -336.9% | +21.8% |
| 1Y | +40.9% | +256.2% | -215.3% | +27.0% |
| 3Y | +38.8% | +93.2% | -54.4% | +24.1% |
| 5Y | +141.1% | +793.1% | -652.0% | +88.3% |
| All | +141.1% | +976.1% | -835.0% | +88.3% |
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