+228.1%
AEHR vs RJF
+7.8%
+220.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.6% | +14.6% | +14.4% |
| 7D | +6.7% | -0.6% | +7.3% | +7.0% |
| 30D | -12.7% | -1.3% | -11.4% | -12.1% |
| 3M | -26.0% | +18.9% | -44.9% | -38.8% |
| 6M | +102.2% | +15.0% | +87.2% | +71.1% |
| YTD | +327.2% | +12.2% | +315.0% | +258.5% |
| 1Y | +228.1% | +5.6% | +222.5% | +181.9% |
| All | +228.1% | +7.8% | +220.3% | +181.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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