+73.9%
HST vs AEHR
+976.1%
-902.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -0.7% |
| 7D | -0.3% | +19.1% | -19.4% | -2.1% |
| 30D | -2.8% | -10.0% | +7.2% | -2.4% |
| 3M | -6.5% | +1.3% | -7.8% | -9.2% |
| 6M | +20.7% | +133.8% | -113.0% | +4.3% |
| YTD | +30.5% | +373.3% | -342.9% | +2.2% |
| 1Y | +36.8% | +256.2% | -219.4% | +9.2% |
| 3Y | +65.9% | +93.2% | -27.4% | +29.0% |
| 5Y | +73.9% | +793.1% | -719.2% | +1.1% |
| All | +73.9% | +976.1% | -902.2% | +1.1% |
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 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