+950.6%
BX vs AEHR
+1,423.3%
-472.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.9% | -2.0% |
| 7D | -2.0% | +18.5% | -20.5% | -3.4% |
| 30D | -2.3% | -11.9% | +9.6% | -1.9% |
| 3M | +18.5% | -5.0% | +23.5% | +16.5% |
| 6M | +23.7% | +155.0% | -131.2% | +10.0% |
| YTD | -10.4% | +349.7% | -360.0% | -24.8% |
| 1Y | -19.6% | +260.4% | -280.0% | -31.9% |
| 3Y | +30.8% | +83.6% | -52.8% | +9.7% |
| 5Y | +24.3% | +917.8% | -893.5% | -11.7% |
| 10Y | +679.5% | +3,517.1% | -2,837.7% | +362.2% |
| All | +950.6% | +1,423.3% | -472.7% | +500.7% |
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