+18.4%
BX vs AEHR
+817.5%
-799.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.5% | +2.3% |
| 7D | -5.6% | +9.8% | -15.4% | -6.8% |
| 30D | -12.2% | -26.7% | +14.5% | -9.3% |
| 3M | +7.4% | -8.1% | +15.5% | +4.6% |
| 6M | +22.2% | +123.1% | -100.9% | +0.7% |
| YTD | -14.0% | +369.0% | -383.0% | -38.4% |
| 1Y | -27.3% | +256.4% | -283.7% | -46.6% |
| 3Y | +24.5% | +96.4% | -71.8% | -10.1% |
| All | +18.4% | +817.5% | -799.1% | -42.3% |
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