+316.4%
BP vs AEHR
+484.8%
-168.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.1% | -12.6% | 0.0% |
| 7D | +3.9% | +6.7% | -2.8% | +3.6% |
| 30D | +7.6% | -12.7% | +20.3% | +7.9% |
| 3M | +0.7% | -26.0% | +26.7% | +0.8% |
| 6M | +15.5% | +102.2% | -86.7% | +9.9% |
| YTD | +30.8% | +327.2% | -296.4% | +20.1% |
| 1Y | +34.3% | +228.1% | -193.8% | +24.0% |
| 3Y | +35.1% | +67.0% | -32.0% | +24.0% |
| 5Y | +126.8% | +928.1% | -801.3% | +87.1% |
| 10Y | +123.4% | +3,269.5% | -3,146.2% | +65.5% |
| All | +316.4% | +484.8% | -168.4% | +175.1% |
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