+145.3%
AEHR vs HIG
+12.7%
+132.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.4% | -8.9% | -2.9% |
| 7D | -5.7% | +6.2% | -11.9% | +3.9% |
| 30D | -41.7% | +9.4% | -51.2% | -32.5% |
| 3M | -44.6% | -2.3% | -42.3% | -43.6% |
| 6M | -28.9% | +4.2% | -33.1% | -21.1% |
| YTD | +201.3% | +1.6% | +199.8% | +239.9% |
| 1Y | +145.3% | +9.9% | +135.4% | +188.0% |
| All | +145.3% | +12.7% | +132.6% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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