+3,753.2%
AEHR vs RBA
+189.2%
+3,564.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.6% |
| 7D | +19.1% | -1.9% | +21.0% | +20.1% |
| 30D | -10.0% | -13.0% | +3.0% | -5.0% |
| 3M | +1.3% | -23.1% | +24.4% | +13.2% |
| 6M | +133.8% | -22.6% | +156.3% | +160.7% |
| YTD | +373.3% | -20.4% | +393.7% | +421.0% |
| 1Y | +256.2% | -29.6% | +285.8% | +315.5% |
| 3Y | +93.2% | +26.6% | +66.7% | +70.8% |
| 5Y | +793.1% | +38.2% | +754.9% | +641.2% |
| 10Y | +3,753.2% | +194.7% | +3,558.5% | +2,105.8% |
| All | +3,753.2% | +189.2% | +3,564.0% | +2,105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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