+3,478.3%
HD vs AEHR
+484.8%
+2,993.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +13.1% | -12.2% | +0.4% |
| 7D | -2.1% | +6.7% | -8.8% | -2.4% |
| 30D | -8.4% | -12.7% | +4.3% | -8.2% |
| 3M | +4.3% | -26.0% | +30.4% | +4.4% |
| 6M | -11.1% | +102.2% | -113.3% | -15.7% |
| YTD | -4.7% | +327.2% | -331.9% | -13.1% |
| 1Y | -19.8% | +228.1% | -247.9% | -26.5% |
| 3Y | +4.1% | +67.0% | -62.9% | -5.1% |
| 5Y | +10.3% | +928.1% | -917.8% | -10.2% |
| 10Y | +203.2% | +3,269.5% | -3,066.4% | +119.1% |
| All | +3,478.3% | +484.8% | +2,993.5% | +2,059.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling