+126.4%
AEHR vs RACE
+65.0%
+61.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.5% | +10.5% | +10.2% |
| 7D | -2.4% | +5.1% | -7.5% | -5.9% |
| 30D | -40.1% | +7.7% | -47.8% | -43.5% |
| 3M | -46.3% | +2.2% | -48.5% | -47.6% |
| 6M | -44.6% | +23.8% | -68.4% | -54.8% |
| YTD | +165.3% | +13.9% | +151.4% | +129.3% |
| 1Y | +126.1% | +3.8% | +122.4% | +111.2% |
| 3Y | +132.2% | +28.0% | +104.2% | +43.6% |
| All | +126.4% | +65.0% | +61.4% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling