+3,912.3%
AEHR vs RCAT
-98.5%
+4,010.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | +9.8% | -4.9% | +14.7% | +9.9% |
| 30D | -26.7% | -22.9% | -3.9% | -26.3% |
| 3M | -8.1% | -33.7% | +25.6% | -7.2% |
| 6M | +123.1% | -50.7% | +173.8% | +126.3% |
| YTD | +369.0% | +0.4% | +368.6% | +369.5% |
| 1Y | +256.4% | -27.6% | +284.0% | +258.4% |
| 3Y | +96.4% | +753.2% | -656.8% | +89.9% |
| 5Y | +836.6% | +183.3% | +653.3% | +809.7% |
| All | +3,912.3% | -98.5% | +4,010.8% | +3,005.0% |
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