-4.6%
HD vs AEHR
+147.2%
-151.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.6% | +13.1% | +6.6% |
| 7D | +11.9% | -5.7% | +17.7% | +12.0% |
| 30D | +26.4% | -41.7% | +68.1% | +27.9% |
| 3M | +2.8% | -44.6% | +47.5% | +3.8% |
| 6M | +15.5% | -28.9% | +44.4% | +13.6% |
| YTD | +5.5% | +201.3% | -195.8% | -7.0% |
| 1Y | -4.6% | +145.3% | -149.9% | -14.5% |
| All | -4.6% | +147.2% | -151.8% | -14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling