+3,237.9%
AEHR vs HTZ
-90.1%
+3,327.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.0% | +10.3% | +6.6% |
| 7D | +18.5% | -2.5% | +21.0% | +19.3% |
| 30D | -11.9% | -3.7% | -8.2% | -11.9% |
| 3M | -5.0% | -57.0% | +52.0% | +12.9% |
| 6M | +155.0% | -47.0% | +201.9% | +186.4% |
| YTD | +349.7% | -57.5% | +407.2% | +433.0% |
| 1Y | +260.4% | -63.5% | +323.9% | +332.5% |
| 3Y | +83.6% | -86.3% | +169.9% | +194.8% |
| 5Y | +917.8% | -86.8% | +1,004.6% | +1,685.0% |
| All | +3,237.9% | -90.1% | +3,327.9% | +6,305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HTZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling