+7,594.1%
AEHR vs HBM
+654.4%
+6,939.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.8% | -0.5% | +3.7% |
| 7D | +18.5% | +7.4% | +11.2% | +16.3% |
| 30D | -11.9% | +5.1% | -17.0% | -13.1% |
| 3M | -5.0% | +11.1% | -16.1% | -6.8% |
| 6M | +155.0% | +30.2% | +124.7% | +143.4% |
| YTD | +349.7% | +46.2% | +303.5% | +319.2% |
| 1Y | +260.4% | +120.0% | +140.4% | +206.8% |
| 3Y | +83.6% | +527.4% | -443.8% | +23.2% |
| 5Y | +917.8% | +400.4% | +517.4% | +606.6% |
| 10Y | +3,517.1% | +621.5% | +2,895.6% | +1,957.3% |
| All | +7,594.1% | +654.4% | +6,939.7% | +2,554.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling