+145.3%
AEHR vs HRB
+16.9%
+128.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.4% | -10.9% | -3.8% |
| 7D | -5.7% | +16.0% | -21.8% | +4.0% |
| 30D | -41.7% | +32.1% | -73.8% | -29.9% |
| 3M | -44.6% | +21.5% | -66.1% | -36.0% |
| 6M | -28.9% | +82.1% | -111.0% | +4.2% |
| YTD | +201.3% | +31.6% | +169.7% | +323.6% |
| 1Y | +145.3% | +15.9% | +129.4% | +254.6% |
| All | +145.3% | +16.9% | +128.4% | +254.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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