+145.3%
AEHR vs RGEN
+19.5%
+125.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | 0.0% | -6.5% | -6.5% |
| 7D | -5.7% | -3.5% | -2.2% | -4.3% |
| 30D | -41.7% | -6.0% | -35.8% | -40.2% |
| 3M | -44.6% | +19.0% | -63.6% | -47.6% |
| 6M | -28.9% | +50.7% | -79.7% | -42.5% |
| YTD | +201.3% | +8.8% | +192.6% | +214.7% |
| 1Y | +145.3% | +21.3% | +124.0% | +141.5% |
| All | +145.3% | +19.5% | +125.8% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling