+152.6%
HAL vs AEHR
+286.3%
-133.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.7% | +9.8% | +3.5% |
| 7D | +6.1% | +6.4% | -0.3% | +5.6% |
| 30D | +2.9% | -20.3% | +23.2% | +3.7% |
| 3M | +3.3% | -53.8% | +57.1% | +7.3% |
| 6M | -16.9% | -44.8% | +27.9% | -16.4% |
| YTD | +21.2% | +182.2% | -161.0% | +6.8% |
| 1Y | +27.5% | +174.7% | -147.2% | +12.6% |
| 3Y | -6.4% | +143.5% | -149.9% | -21.2% |
| 5Y | +58.0% | +129.9% | -71.8% | +26.9% |
| 10Y | -14.6% | +1,786.8% | -1,801.4% | -46.0% |
| All | +152.6% | +286.3% | -133.8% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling