+127.0%
AEHR vs HDB
-23.2%
+150.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.1% | -6.9% |
| 7D | +6.4% | +2.7% | +3.6% | +5.1% |
| 30D | -20.3% | +14.1% | -34.4% | -26.0% |
| 3M | -53.8% | +11.8% | -65.6% | -56.9% |
| 6M | -44.8% | +8.2% | -53.0% | -47.8% |
| YTD | +182.2% | -29.3% | +211.5% | +229.5% |
| 1Y | +174.7% | -28.8% | +203.5% | +219.4% |
| 3Y | +143.5% | -7.5% | +151.0% | +124.0% |
| All | +127.0% | -23.2% | +150.2% | +112.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling