+344.3%
HST vs AEHR
+286.3%
+58.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.6% | +0.4% |
| 7D | +3.6% | +6.4% | -2.8% | +3.0% |
| 30D | +11.2% | -20.3% | +31.5% | +12.2% |
| 3M | +13.1% | -53.8% | +66.9% | +17.7% |
| 6M | +23.9% | -44.8% | +68.7% | +24.9% |
| YTD | +52.3% | +182.2% | -129.9% | +34.2% |
| 1Y | +56.7% | +174.7% | -118.1% | +38.1% |
| 3Y | +87.5% | +143.5% | -56.0% | +58.0% |
| 5Y | +82.8% | +129.9% | -47.1% | +46.9% |
| 10Y | +134.6% | +1,786.8% | -1,652.2% | +49.3% |
| All | +344.3% | +286.3% | +58.0% | +113.8% |
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