+793.1%
AEHR vs RCAT
+184.3%
+608.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.5% | +11.8% | +6.6% |
| 7D | +19.1% | -2.3% | +21.4% | +19.4% |
| 30D | -10.0% | -18.7% | +8.7% | -6.1% |
| 3M | +1.3% | -29.3% | +30.6% | +9.0% |
| 6M | +133.8% | -42.3% | +176.1% | +156.9% |
| YTD | +373.3% | +2.5% | +370.8% | +369.4% |
| 1Y | +256.2% | -5.7% | +261.9% | +252.7% |
| 3Y | +93.2% | +764.9% | -671.6% | +35.2% |
| 5Y | +793.1% | +182.3% | +610.8% | +563.4% |
| All | +793.1% | +184.3% | +608.8% | +563.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling