+3.2%
HAL vs AEHR
+3,808.7%
-3,805.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.0% | -2.7% |
| 7D | -3.3% | +23.0% | -26.3% | -4.9% |
| 30D | +7.2% | -19.9% | +27.2% | +8.6% |
| 3M | -8.8% | +0.5% | -9.3% | -10.8% |
| 6M | +3.0% | +123.6% | -120.6% | -8.0% |
| YTD | +29.4% | +364.6% | -335.2% | +6.9% |
| 1Y | +62.8% | +255.3% | -192.5% | +36.3% |
| 3Y | -6.4% | +89.7% | -96.1% | -23.0% |
| 5Y | +103.6% | +827.9% | -724.3% | +34.6% |
| All | +3.2% | +3,808.7% | -3,805.5% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 10y: compounded portfolio wealth divided by compounded AEHR 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…
10y analysis · Full analysis span regression · 6 months rolling