+8.5%
HD vs AEHR
+184.0%
-175.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.4% | -10.3% | -0.4% |
| 7D | -1.2% | +8.1% | -9.3% | -1.7% |
| 30D | +20.9% | -15.9% | +36.7% | +21.3% |
| 3M | -0.2% | -43.9% | +43.7% | +1.9% |
| 6M | +14.5% | -37.1% | +51.6% | +14.1% |
| YTD | +4.3% | +225.8% | -221.5% | -8.7% |
| 1Y | -3.5% | +184.0% | -187.5% | -14.9% |
| 3Y | +30.1% | +168.5% | -138.4% | +8.0% |
| 5Y | +8.5% | +186.2% | -177.8% | -20.9% |
| All | +8.5% | +184.0% | -175.6% | -20.9% |
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