-3.8%
HAL vs AEHR
+89.8%
-93.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.4% | +0.6% |
| 7D | -1.3% | +19.1% | -20.4% | -2.4% |
| 30D | +10.9% | -10.0% | +20.9% | +11.2% |
| 3M | -5.8% | +1.3% | -7.2% | -7.3% |
| 6M | +8.1% | +133.8% | -125.6% | -1.7% |
| YTD | +33.2% | +373.3% | -340.1% | +12.7% |
| 1Y | +74.2% | +256.2% | -182.0% | +49.3% |
| All | -3.8% | +89.8% | -93.6% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling