+280.8%
HST vs AEHR
+484.8%
-204.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -0.6% |
| 7D | -1.0% | +6.7% | -7.8% | -1.5% |
| 30D | -12.3% | -12.7% | +0.4% | -11.8% |
| 3M | -6.4% | -26.0% | +19.6% | -6.2% |
| 6M | +15.0% | +102.2% | -87.2% | +5.8% |
| YTD | +30.5% | +327.2% | -296.7% | +12.9% |
| 1Y | +35.7% | +228.1% | -192.4% | +18.5% |
| 3Y | +68.4% | +67.0% | +1.3% | +46.1% |
| 5Y | +73.1% | +928.1% | -855.0% | +26.8% |
| 10Y | +92.7% | +3,269.5% | -3,176.8% | +18.8% |
| All | +280.8% | +484.8% | -204.0% | +79.9% |
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