+133.9%
HL vs AEHR
+255.0%
-121.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +13.1% | -15.6% | -5.3% |
| 7D | +1.5% | +6.7% | -5.3% | -0.2% |
| 30D | +25.1% | -12.7% | +37.7% | +26.7% |
| 3M | +22.9% | -26.0% | +48.9% | +25.0% |
| 6M | -4.9% | +102.2% | -107.1% | -28.5% |
| YTD | +7.8% | +327.2% | -319.4% | -35.4% |
| 1Y | +133.9% | +228.1% | -94.2% | +51.1% |
| All | +133.9% | +255.0% | -121.1% | +51.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling