+515.5%
AEHR vs HIG
+505.8%
+9.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.2% | +5.6% |
| 7D | +18.5% | -1.1% | +19.6% | +18.7% |
| 30D | -11.9% | -4.9% | -7.0% | -11.3% |
| 3M | -5.0% | +6.8% | -11.8% | -6.9% |
| 6M | +155.0% | -1.7% | +156.6% | +153.4% |
| YTD | +349.7% | -0.2% | +349.9% | +345.1% |
| 1Y | +260.4% | +5.7% | +254.7% | +252.5% |
| 3Y | +83.6% | +100.3% | -16.7% | +58.5% |
| 5Y | +917.8% | +118.5% | +799.3% | +772.1% |
| 10Y | +3,517.1% | +309.7% | +3,207.4% | +2,638.0% |
| All | +515.5% | +505.8% | +9.8% | +249.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling