+1,867.4%
AEHR vs RACE
+738.3%
+1,129.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.7% | +11.0% | +11.2% |
| 7D | +16.2% | +3.9% | +12.3% | +13.9% |
| 30D | -29.3% | +7.4% | -36.8% | -32.3% |
| 3M | -42.0% | +1.6% | -43.6% | -42.8% |
| 6M | -38.5% | +23.3% | -61.8% | -47.0% |
| YTD | +196.2% | +14.7% | +181.6% | +165.4% |
| 1Y | +144.3% | +2.5% | +141.8% | +134.3% |
| 3Y | +158.0% | +28.0% | +130.1% | +102.2% |
| 5Y | +144.4% | +69.8% | +74.6% | +60.8% |
| 10Y | +1,867.4% | +734.9% | +1,132.5% | +512.4% |
| All | +1,867.4% | +738.3% | +1,129.1% | +512.4% |
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