+344.7%
HST vs AEHR
+313.8%
+30.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.2% | +6.2% | -0.5% |
| 7D | +3.6% | +24.2% | -20.6% | +2.0% |
| 30D | +9.9% | -21.2% | +31.2% | +10.9% |
| 3M | +12.9% | -52.8% | +65.7% | +17.4% |
| 6M | +22.9% | -36.9% | +59.8% | +22.7% |
| YTD | +52.4% | +202.3% | -149.9% | +33.7% |
| 1Y | +52.5% | +162.9% | -110.3% | +34.9% |
| 3Y | +87.4% | +149.1% | -61.7% | +57.7% |
| 5Y | +82.9% | +146.2% | -63.3% | +46.4% |
| 10Y | +134.8% | +1,921.2% | -1,786.4% | +48.7% |
| All | +344.7% | +313.8% | +30.8% | +113.0% |
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