+7.4%
HD vs AEHR
+889.0%
-881.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.3% | -7.5% | -2.6% |
| 7D | -1.2% | +18.5% | -19.7% | -2.2% |
| 30D | -11.1% | -11.9% | +0.8% | -10.9% |
| 3M | +2.0% | -5.0% | +7.0% | +0.7% |
| 6M | -10.5% | +155.0% | -165.4% | -18.2% |
| YTD | -6.9% | +349.7% | -356.5% | -18.8% |
| 1Y | -23.2% | +260.4% | -283.6% | -32.6% |
| 3Y | +3.1% | +83.6% | -80.5% | -10.4% |
| 5Y | +7.4% | +917.8% | -910.4% | -22.5% |
| All | +7.4% | +889.0% | -881.6% | -22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling