+228.1%
AEHR vs HRB
+1.1%
+227.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.0% | +17.1% | +10.8% |
| 7D | +6.7% | -5.7% | +12.4% | +3.5% |
| 30D | -12.7% | +7.9% | -20.6% | -8.5% |
| 3M | -26.0% | +32.1% | -58.1% | -8.2% |
| 6M | +102.2% | +62.2% | +40.0% | +176.7% |
| YTD | +327.2% | +16.4% | +310.8% | +394.0% |
| 1Y | +228.1% | -0.3% | +228.4% | +214.7% |
| All | +228.1% | +1.1% | +227.0% | +214.7% |
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