+1,360.0%
AEHR vs RCAT
-100.0%
+1,460.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.4% | +6.0% | -0.4% |
| 7D | -8.5% | -5.6% | -2.9% | -8.5% |
| 30D | -29.6% | -27.0% | -2.6% | -29.5% |
| 3M | -43.9% | -57.9% | +14.0% | -43.6% |
| 6M | -38.7% | -59.4% | +20.7% | -38.4% |
| YTD | +195.0% | -46.9% | +242.0% | +196.4% |
| 1Y | +142.3% | -54.0% | +196.3% | +143.5% |
| 3Y | +143.1% | +378.4% | -235.3% | +141.7% |
| 5Y | +162.7% | +61.9% | +100.7% | +161.6% |
| 10Y | +1,940.1% | -99.6% | +2,039.7% | +1,854.8% |
| All | +1,360.0% | -100.0% | +1,460.0% | +1,220.9% |
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