+112.2%
BP vs AEHR
+164.2%
-52.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.2% | +8.4% | +1.5% |
| 7D | +2.5% | +24.2% | -21.7% | +1.6% |
| 30D | -5.6% | -21.2% | +15.7% | -5.1% |
| 3M | +8.0% | -52.8% | +60.8% | +10.4% |
| 6M | +5.7% | -36.9% | +42.6% | +5.3% |
| YTD | +36.8% | +202.3% | -165.5% | +22.8% |
| 1Y | +30.7% | +162.9% | -132.2% | +18.1% |
| 3Y | +51.6% | +149.1% | -97.5% | +30.9% |
| 5Y | +112.2% | +146.2% | -34.0% | +66.3% |
| All | +112.2% | +164.2% | -52.0% | +66.3% |
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