+3,781.6%
HD vs AEHR
+313.8%
+3,467.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.2% | +6.3% | -0.6% |
| 7D | -0.5% | +24.2% | -24.6% | -1.4% |
| 30D | +18.5% | -21.2% | +39.7% | +19.0% |
| 3M | +2.2% | -52.8% | +54.9% | +4.5% |
| 6M | +13.8% | -36.9% | +50.7% | +13.5% |
| YTD | +3.4% | +202.3% | -198.9% | -5.0% |
| 1Y | -3.5% | +162.9% | -166.4% | -10.9% |
| 3Y | +29.0% | +149.1% | -120.1% | +15.0% |
| 5Y | +6.1% | +146.2% | -140.1% | -8.7% |
| 10Y | +242.3% | +1,921.2% | -1,678.9% | +151.5% |
| All | +3,781.6% | +313.8% | +3,467.8% | +2,260.6% |
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