+143.2%
AEHR vs RBA
+44.4%
+98.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.5% | -5.7% | -6.5% |
| 7D | +24.2% | -0.5% | +24.7% | +24.6% |
| 30D | -21.2% | +6.8% | -28.1% | -24.4% |
| 3M | -52.8% | +9.5% | -62.2% | -55.7% |
| 6M | -36.9% | -8.2% | -28.7% | -35.5% |
| YTD | +202.3% | -7.7% | +210.1% | +209.3% |
| 1Y | +162.9% | -6.9% | +169.8% | +167.9% |
| 3Y | +149.1% | +61.6% | +87.5% | +85.9% |
| All | +143.2% | +44.4% | +98.8% | +89.9% |
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