+827.9%
AEHR vs RGEN
-44.2%
+872.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +23.0% | -2.9% | +25.9% | +24.8% |
| 30D | -19.9% | -0.1% | -19.9% | -20.3% |
| 3M | +0.5% | +25.9% | -25.4% | -14.5% |
| 6M | +123.6% | +35.2% | +88.4% | +79.9% |
| YTD | +364.6% | +0.5% | +364.1% | +346.7% |
| 1Y | +255.3% | +37.0% | +218.4% | +185.6% |
| 3Y | +89.7% | +2.0% | +87.7% | +69.4% |
| 5Y | +827.9% | -44.2% | +872.1% | +894.2% |
| All | +827.9% | -44.2% | +872.1% | +894.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling