+2,014.2%
AEHR vs RCAT
-100.0%
+2,114.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.0% | +15.1% | +13.1% |
| 7D | +6.7% | -1.4% | +8.2% | +6.8% |
| 30D | -12.7% | -3.3% | -9.3% | -12.7% |
| 3M | -26.0% | -43.2% | +17.2% | -25.7% |
| 6M | +102.2% | -43.2% | +145.4% | +102.8% |
| YTD | +327.2% | +5.5% | +321.7% | +327.2% |
| 1Y | +228.1% | -1.6% | +229.8% | +228.1% |
| 3Y | +67.0% | +773.7% | -706.7% | +65.4% |
| 5Y | +928.1% | +187.6% | +740.5% | +919.3% |
| 10Y | +3,269.5% | -98.5% | +3,368.0% | +3,110.8% |
| All | +2,014.2% | -100.0% | +2,114.2% | +1,804.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling