+661.1%
BX vs AEHR
+3,845.4%
-3,184.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.5% | +2.4% |
| 7D | -5.6% | +9.8% | -15.4% | -6.5% |
| 30D | -12.2% | -26.7% | +14.5% | -10.2% |
| 3M | +7.4% | -8.1% | +15.5% | +5.5% |
| 6M | +22.2% | +123.1% | -100.9% | +7.4% |
| YTD | -14.0% | +369.0% | -383.0% | -30.9% |
| 1Y | -27.3% | +256.4% | -283.7% | -40.6% |
| 3Y | +24.5% | +96.4% | -71.8% | -0.6% |
| 5Y | +18.9% | +836.6% | -817.7% | -20.5% |
| All | +661.1% | +3,845.4% | -3,184.4% | +334.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling