+228.7%
HL vs AEHR
+817.5%
-588.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | -4.4% | +9.8% | -14.1% | -5.6% |
| 30D | +9.3% | -26.7% | +36.0% | +13.2% |
| 3M | +32.0% | -8.1% | +40.1% | +29.5% |
| 6M | -6.4% | +123.1% | -129.5% | -19.9% |
| YTD | +3.1% | +369.0% | -365.9% | -19.9% |
| 1Y | +77.6% | +256.4% | -178.8% | +40.9% |
| 3Y | +392.8% | +96.4% | +296.5% | +281.7% |
| All | +228.7% | +817.5% | -588.9% | +100.5% |
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