+1,991.0%
AEHR vs HALO
+2,426.8%
-435.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.4% |
| 7D | +19.1% | -2.1% | +21.2% | +19.4% |
| 30D | -10.0% | +4.6% | -14.7% | -10.8% |
| 3M | +1.3% | +50.2% | -48.9% | -5.5% |
| 6M | +133.8% | +57.6% | +76.2% | +116.5% |
| YTD | +373.3% | +59.6% | +313.7% | +337.8% |
| 1Y | +256.2% | +41.2% | +215.0% | +235.4% |
| 3Y | +93.2% | +178.9% | -85.6% | +60.4% |
| 5Y | +793.1% | +160.1% | +633.0% | +649.6% |
| 10Y | +3,753.2% | +967.5% | +2,785.7% | +2,476.1% |
| All | +1,991.0% | +2,426.8% | -435.8% | +1,058.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling