+1,969.2%
AEHR vs RACE
+717.8%
+1,251.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.5% | -4.7% | -5.7% |
| 7D | +24.2% | -4.0% | +28.2% | +27.4% |
| 30D | -21.2% | +3.5% | -24.8% | -22.8% |
| 3M | -52.8% | -0.4% | -52.3% | -52.8% |
| 6M | -36.9% | +23.2% | -60.0% | -45.5% |
| YTD | +202.3% | +11.0% | +191.3% | +176.7% |
| 1Y | +162.9% | -2.2% | +165.1% | +160.3% |
| 3Y | +149.1% | +22.5% | +126.6% | +100.9% |
| 5Y | +146.2% | +63.2% | +83.1% | +66.0% |
| All | +1,969.2% | +717.8% | +1,251.3% | +607.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling