+547.9%
AEHR vs HRB
+1,052.9%
-505.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +6.9% | +5.6% |
| 7D | +19.1% | -10.6% | +29.7% | +21.3% |
| 30D | -10.0% | -0.8% | -9.2% | -10.4% |
| 3M | +1.3% | +19.1% | -17.7% | -3.9% |
| 6M | +133.8% | +48.7% | +85.1% | +107.1% |
| YTD | +373.3% | +7.1% | +366.2% | +348.8% |
| 1Y | +256.2% | -8.3% | +264.5% | +248.4% |
| 3Y | +93.2% | +25.8% | +67.4% | +72.6% |
| 5Y | +793.1% | +111.1% | +682.0% | +605.7% |
| 10Y | +3,753.2% | +206.6% | +3,546.6% | +2,543.5% |
| All | +547.9% | +1,052.9% | -505.0% | +243.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling