+83.6%
AEHR vs RCAT
+796.4%
-712.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.9% | +1.4% | +4.3% |
| 7D | +18.5% | +5.4% | +13.1% | +16.9% |
| 30D | -11.9% | -5.6% | -6.3% | -10.6% |
| 3M | -5.0% | -30.2% | +25.2% | +3.6% |
| 6M | +155.0% | -43.4% | +198.3% | +184.3% |
| YTD | +349.7% | +9.6% | +340.0% | +337.4% |
| 1Y | +260.4% | -2.0% | +262.4% | +251.5% |
| 3Y | +83.6% | +825.0% | -741.4% | +21.2% |
| All | +83.6% | +796.4% | -712.8% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling