+3,912.3%
AEHR vs RGEN
+415.7%
+3,496.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +9.8% | -1.4% | +11.2% | +10.4% |
| 30D | -26.7% | -0.3% | -26.4% | -26.9% |
| 3M | -8.1% | +23.9% | -32.0% | -17.8% |
| 6M | +123.1% | +38.5% | +84.5% | +89.0% |
| YTD | +369.0% | +0.8% | +368.2% | +355.9% |
| 1Y | +256.4% | +38.2% | +218.2% | +204.6% |
| 3Y | +96.4% | +1.3% | +95.1% | +83.9% |
| 5Y | +836.6% | -44.0% | +880.6% | +888.4% |
| All | +3,912.3% | +415.7% | +3,496.6% | +2,880.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling