+210.2%
HD vs AEHR
+3,898.3%
-3,688.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.3% | -6.3% | -1.3% |
| 7D | -1.8% | +19.1% | -20.9% | -2.7% |
| 30D | -10.8% | -10.0% | -0.8% | -10.7% |
| 3M | -2.7% | +1.3% | -4.0% | -4.1% |
| 6M | -10.3% | +133.8% | -144.0% | -16.2% |
| YTD | -7.8% | +373.3% | -381.1% | -17.7% |
| 1Y | -23.1% | +256.2% | -279.3% | -30.8% |
| 3Y | +2.0% | +93.2% | -91.2% | -9.4% |
| 5Y | +6.2% | +793.1% | -786.9% | -16.0% |
| 10Y | +210.2% | +3,753.2% | -3,543.1% | +110.1% |
| All | +210.2% | +3,898.3% | -3,688.2% | +110.1% |
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