+515.5%
AEHR vs RGEN
+13,728.1%
-13,212.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +5.2% |
| 7D | +18.5% | -0.9% | +19.4% | +18.6% |
| 30D | -11.9% | +2.8% | -14.7% | -12.2% |
| 3M | -5.0% | +34.5% | -39.5% | -8.2% |
| 6M | +155.0% | +40.5% | +114.5% | +145.2% |
| YTD | +349.7% | +2.8% | +346.8% | +346.5% |
| 1Y | +260.4% | +39.6% | +220.8% | +247.8% |
| 3Y | +83.6% | +4.4% | +79.2% | +81.6% |
| 5Y | +917.8% | -42.8% | +960.6% | +944.6% |
| 10Y | +3,517.1% | +406.7% | +3,110.4% | +3,197.1% |
| All | +515.5% | +13,728.1% | -13,212.6% | +402.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling