+1,869.5%
AEHR vs HTZ
-92.5%
+1,962.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -8.4% | +17.4% | +11.3% |
| 7D | -2.4% | -14.6% | +12.2% | +2.1% |
| 30D | -40.1% | -20.8% | -19.3% | -36.2% |
| 3M | -46.3% | -18.8% | -27.5% | -44.4% |
| 6M | -44.6% | -74.7% | +30.1% | -24.4% |
| YTD | +165.3% | -68.1% | +233.4% | +236.8% |
| 1Y | +126.1% | -73.5% | +199.6% | +200.1% |
| 3Y | +132.2% | -81.8% | +214.0% | +198.9% |
| 5Y | +108.3% | -95.2% | +203.5% | +357.2% |
| All | +1,869.5% | -92.5% | +1,962.0% | +3,948.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling