+712.1%
AEHR vs HIG
+116.1%
+596.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.0% |
| 7D | +9.8% | -1.5% | +11.2% | +10.3% |
| 30D | -26.7% | -0.4% | -26.4% | -26.9% |
| 3M | -8.1% | +6.7% | -14.8% | -12.6% |
| 6M | +123.1% | +2.0% | +121.1% | +116.2% |
| YTD | +369.0% | +0.3% | +368.7% | +356.4% |
| 1Y | +256.4% | +4.2% | +252.2% | +237.7% |
| 3Y | +96.4% | +102.2% | -5.9% | +2.3% |
| All | +712.1% | +116.1% | +596.0% | +294.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling