+60.4%
HCA vs AEHR
+88.1%
-27.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.4% | +1.4% |
| 7D | +5.4% | +9.8% | -4.4% | +5.4% |
| 30D | +3.0% | -26.7% | +29.7% | +3.1% |
| 3M | +13.0% | -8.1% | +21.1% | +12.9% |
| 6M | -20.3% | +123.1% | -143.3% | -21.9% |
| YTD | -8.2% | +369.0% | -377.2% | -10.8% |
| 1Y | +6.7% | +256.4% | -249.7% | +3.8% |
| 3Y | +60.4% | +96.4% | -36.0% | +61.6% |
| All | +60.4% | +88.1% | -27.7% | +61.6% |
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