+162.7%
AEHR vs RCAT
+63.2%
+99.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.4% | +6.0% | +1.1% |
| 7D | -8.5% | -5.6% | -2.9% | -7.0% |
| 30D | -29.6% | -27.0% | -2.6% | -23.9% |
| 3M | -43.9% | -57.9% | +14.0% | -31.9% |
| 6M | -38.7% | -59.4% | +20.7% | -25.8% |
| YTD | +195.0% | -46.9% | +242.0% | +238.9% |
| 1Y | +142.3% | -54.0% | +196.3% | +183.8% |
| 3Y | +143.1% | +378.4% | -235.3% | +86.4% |
| 5Y | +162.7% | +61.9% | +100.7% | +172.3% |
| All | +162.7% | +63.2% | +99.5% | +172.3% |
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