-8.5%
BX vs AEHR
+147.2%
-155.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.6% | +12.8% | +6.5% |
| 7D | +8.3% | -5.7% | +14.0% | +8.4% |
| 30D | +13.5% | -41.7% | +55.3% | +16.8% |
| 3M | -7.6% | -44.6% | +37.0% | -5.4% |
| 6M | +4.0% | -28.9% | +33.0% | +2.1% |
| YTD | -15.2% | +201.3% | -216.5% | -31.1% |
| 1Y | -8.5% | +145.3% | -153.8% | -23.0% |
| All | -8.5% | +147.2% | -155.7% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling