+111.9%
HAL vs AEHR
+976.1%
-864.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.4% | +0.5% |
| 7D | -1.3% | +19.1% | -20.4% | -2.7% |
| 30D | +10.9% | -10.0% | +20.9% | +11.2% |
| 3M | -5.8% | +1.3% | -7.2% | -7.8% |
| 6M | +8.1% | +133.8% | -125.6% | -3.5% |
| YTD | +33.2% | +373.3% | -340.1% | +9.9% |
| 1Y | +74.2% | +256.2% | -182.0% | +45.8% |
| 3Y | -3.7% | +93.2% | -96.9% | -21.1% |
| 5Y | +111.9% | +793.1% | -681.2% | +41.4% |
| All | +111.9% | +976.1% | -864.2% | +41.4% |
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