+1,831.5%
AEHR vs RCAT
-99.8%
+1,931.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.2% | -6.6% |
| 7D | +6.4% | -5.9% | +12.3% | +6.6% |
| 30D | -20.3% | -19.7% | -0.6% | -19.8% |
| 3M | -53.8% | -62.9% | +9.1% | -52.7% |
| 6M | -44.8% | -59.6% | +14.8% | -43.6% |
| YTD | +182.2% | -52.1% | +234.3% | +187.7% |
| 1Y | +174.7% | -50.9% | +225.6% | +179.9% |
| 3Y | +143.5% | +333.8% | -190.3% | +139.8% |
| 5Y | +129.9% | +40.7% | +89.1% | +127.6% |
| All | +1,831.5% | -99.8% | +1,931.3% | +1,656.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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