+3,517.1%
AEHR vs RACE
+793.3%
+2,723.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.2% | +5.8% |
| 7D | +18.5% | -1.0% | +19.6% | +19.0% |
| 30D | -11.9% | -1.5% | -10.4% | -11.6% |
| 3M | -5.0% | +15.5% | -20.5% | -14.0% |
| 6M | +155.0% | +17.3% | +137.7% | +128.3% |
| YTD | +349.7% | +11.1% | +338.6% | +311.4% |
| 1Y | +260.4% | -14.3% | +274.7% | +281.6% |
| 3Y | +83.6% | +40.2% | +43.4% | +35.8% |
| 5Y | +917.8% | +92.6% | +825.3% | +551.5% |
| 10Y | +3,517.1% | +786.6% | +2,730.6% | +1,580.6% |
| All | +3,517.1% | +793.3% | +2,723.9% | +1,580.6% |
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