+717.5%
HPE vs AEHR
+4,109.7%
-3,392.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.3% | -0.1% | +4.6% |
| 7D | +13.6% | +19.1% | -5.5% | +11.6% |
| 30D | +7.7% | -10.0% | +17.7% | +8.3% |
| 3M | +22.4% | +1.3% | +21.1% | +20.1% |
| 6M | +172.6% | +133.8% | +38.8% | +146.6% |
| YTD | +147.5% | +373.3% | -225.8% | +109.0% |
| 1Y | +151.8% | +256.2% | -104.4% | +116.0% |
| 3Y | +267.1% | +93.2% | +173.8% | +207.6% |
| 5Y | +362.8% | +793.1% | -430.3% | +233.9% |
| 10Y | +540.2% | +3,753.2% | -3,213.1% | +280.3% |
| All | +717.5% | +4,109.7% | -3,392.2% | +417.2% |
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