+85.4%
HST vs AEHR
+184.0%
-98.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.4% | -11.0% | -1.6% |
| 7D | -1.3% | +8.1% | -9.4% | -2.3% |
| 30D | +13.4% | -15.9% | +29.2% | +14.2% |
| 3M | +16.7% | -43.9% | +60.6% | +21.3% |
| 6M | +24.0% | -37.1% | +61.1% | +23.5% |
| YTD | +54.0% | +225.8% | -171.8% | +22.1% |
| 1Y | +55.0% | +184.0% | -129.0% | +24.6% |
| 3Y | +89.3% | +168.5% | -79.1% | +37.5% |
| 5Y | +85.4% | +186.2% | -100.8% | +6.6% |
| All | +85.4% | +184.0% | -98.6% | +6.6% |
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 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