+228.1%
AEHR vs HALO
+47.3%
+180.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.5% | +13.6% | +13.2% |
| 7D | +6.7% | +4.6% | +2.2% | +5.3% |
| 30D | -12.7% | +31.8% | -44.5% | -21.0% |
| 3M | -26.0% | +53.9% | -79.9% | -38.4% |
| 6M | +102.2% | +57.4% | +44.8% | +63.1% |
| YTD | +327.2% | +63.7% | +263.5% | +238.0% |
| 1Y | +228.1% | +50.1% | +178.0% | +180.3% |
| All | +228.1% | +47.3% | +180.8% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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