+827.9%
AEHR vs HBM
+336.0%
+491.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.5% | +5.7% | +2.7% |
| 7D | +23.0% | -3.7% | +26.7% | +25.5% |
| 30D | -19.9% | -3.7% | -16.3% | -18.6% |
| 3M | +0.5% | +8.0% | -7.5% | -3.2% |
| 6M | +123.6% | +15.8% | +107.8% | +110.1% |
| YTD | +364.6% | +34.4% | +330.3% | +305.3% |
| 1Y | +255.3% | +98.2% | +157.2% | +155.5% |
| 3Y | +89.7% | +476.6% | -386.9% | -25.6% |
| 5Y | +827.9% | +331.1% | +496.8% | +340.0% |
| All | +827.9% | +336.0% | +491.9% | +340.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling