+712.1%
AEHR vs HALO
+158.6%
+553.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +9.8% | -2.7% | +12.5% | +10.8% |
| 30D | -26.7% | +5.3% | -32.0% | -28.4% |
| 3M | -8.1% | +51.6% | -59.7% | -23.0% |
| 6M | +123.1% | +61.3% | +61.8% | +81.9% |
| YTD | +369.0% | +59.3% | +309.7% | +284.7% |
| 1Y | +256.4% | +38.3% | +218.1% | +207.8% |
| 3Y | +96.4% | +185.9% | -89.5% | +9.3% |
| All | +712.1% | +158.6% | +553.5% | +244.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling