+53.2%
HAL vs AEHR
+164.2%
-111.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.2% | +6.7% | 0.0% |
| 7D | +2.6% | +24.2% | -21.5% | +0.9% |
| 30D | -0.1% | -21.2% | +21.2% | +0.9% |
| 3M | -1.1% | -52.8% | +51.6% | +3.1% |
| 6M | -20.7% | -36.9% | +16.2% | -21.0% |
| YTD | +17.5% | +202.3% | -184.8% | -1.5% |
| 1Y | +24.1% | +162.9% | -138.8% | +5.2% |
| 3Y | -8.4% | +149.1% | -157.5% | -28.4% |
| 5Y | +53.2% | +146.2% | -93.0% | +11.8% |
| All | +53.2% | +164.2% | -111.0% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling