+303.9%
AEHR vs HAS
+1,227.1%
-923.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -8.5% | +3.3% | -11.8% | -9.3% |
| 30D | -29.6% | +30.5% | -60.2% | -35.0% |
| 3M | -43.9% | +29.9% | -73.8% | -48.3% |
| 6M | -38.7% | +26.5% | -65.3% | -43.1% |
| YTD | +195.0% | +51.9% | +143.1% | +161.2% |
| 1Y | +142.3% | +60.9% | +81.3% | +111.4% |
| 3Y | +143.1% | +215.0% | -71.8% | +79.7% |
| 5Y | +162.7% | +51.5% | +111.2% | +131.0% |
| 10Y | +1,940.1% | +102.2% | +1,837.8% | +1,515.2% |
| All | +303.9% | +1,227.1% | -923.2% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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