+917.8%
AEHR vs RBA
+44.6%
+873.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.2% | +6.4% |
| 7D | +18.5% | -1.1% | +19.6% | +19.2% |
| 30D | -11.9% | -13.2% | +1.3% | -5.7% |
| 3M | -5.0% | -21.4% | +16.3% | +7.1% |
| 6M | +155.0% | -20.9% | +175.8% | +187.1% |
| YTD | +349.7% | -19.9% | +369.5% | +401.3% |
| 1Y | +260.4% | -28.7% | +289.1% | +330.1% |
| 3Y | +83.6% | +27.4% | +56.2% | +55.1% |
| 5Y | +917.8% | +41.7% | +876.1% | +717.8% |
| All | +917.8% | +44.6% | +873.2% | +717.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling