+712.1%
AEHR vs HRB
+114.1%
+598.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +9.8% | -8.0% | +17.8% | +10.2% |
| 30D | -26.7% | -16.0% | -10.8% | -26.1% |
| 3M | -8.1% | +26.9% | -35.0% | -11.0% |
| 6M | +123.1% | +51.1% | +71.9% | +104.0% |
| YTD | +369.0% | +7.1% | +361.9% | +376.0% |
| 1Y | +256.4% | -9.6% | +266.0% | +281.7% |
| 3Y | +96.4% | +25.4% | +71.0% | +68.9% |
| All | +712.1% | +114.1% | +598.0% | +427.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling