+228.1%
AEHR vs HBM
+123.0%
+105.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +14.0% |
| 7D | +6.7% | -6.4% | +13.1% | +13.1% |
| 30D | -12.7% | +5.9% | -18.6% | -18.0% |
| 3M | -26.0% | -8.9% | -17.1% | -20.9% |
| 6M | +102.2% | +10.7% | +91.5% | +79.4% |
| YTD | +327.2% | +38.3% | +289.0% | +223.3% |
| 1Y | +228.1% | +121.3% | +106.8% | +139.3% |
| All | +228.1% | +123.0% | +105.2% | +139.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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