+498.2%
HCA vs AEHR
+3,845.4%
-3,347.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +1.3% |
| 7D | +5.4% | +9.8% | -4.4% | +5.0% |
| 30D | +3.0% | -26.7% | +29.7% | +4.0% |
| 3M | +13.0% | -8.1% | +21.1% | +12.1% |
| 6M | -20.3% | +123.1% | -143.3% | -25.0% |
| YTD | -8.2% | +369.0% | -377.2% | -17.3% |
| 1Y | +6.7% | +256.4% | -249.7% | -3.2% |
| 3Y | +60.4% | +96.4% | -36.0% | +44.8% |
| 5Y | +73.4% | +836.6% | -763.2% | +34.8% |
| All | +498.2% | +3,845.4% | -3,347.2% | +281.5% |
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