+310.8%
HL vs AEHR
+515.5%
-204.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.3% | -6.3% | -1.4% |
| 7D | +7.1% | +18.5% | -11.5% | +5.9% |
| 30D | +21.4% | -11.9% | +33.4% | +22.0% |
| 3M | +37.4% | -5.0% | +42.4% | +36.2% |
| 6M | +0.4% | +155.0% | -154.6% | -6.5% |
| YTD | +6.7% | +349.7% | -343.0% | -3.7% |
| 1Y | +102.4% | +260.4% | -158.1% | +84.0% |
| 3Y | +417.4% | +83.6% | +333.8% | +367.0% |
| 5Y | +243.3% | +917.8% | -674.5% | +180.1% |
| 10Y | +242.6% | +3,517.1% | -3,274.6% | +152.0% |
| All | +310.8% | +515.5% | -204.7% | +184.9% |
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 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