+3,875.0%
AEHR vs HDB
+32.9%
+3,842.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | +23.0% | -6.2% | +29.2% | +25.5% |
| 30D | -19.9% | -6.2% | -13.7% | -18.4% |
| 3M | +0.5% | -5.9% | +6.4% | +2.0% |
| 6M | +123.6% | -25.9% | +149.5% | +146.1% |
| YTD | +364.6% | -40.2% | +404.9% | +444.0% |
| 1Y | +255.3% | -38.0% | +293.3% | +309.9% |
| 3Y | +89.7% | -30.5% | +120.2% | +106.3% |
| 5Y | +827.9% | -38.1% | +866.0% | +925.1% |
| All | +3,875.0% | +32.9% | +3,842.1% | +2,811.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling