+3,912.3%
AEHR vs RJF
+429.3%
+3,483.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +9.8% | -2.7% | +12.5% | +11.7% |
| 30D | -26.7% | -4.3% | -22.5% | -25.1% |
| 3M | -8.1% | +15.7% | -23.8% | -17.7% |
| 6M | +123.1% | +17.8% | +105.3% | +98.4% |
| YTD | +369.0% | +9.2% | +359.8% | +338.2% |
| 1Y | +256.4% | +2.8% | +253.6% | +247.4% |
| 3Y | +96.4% | +69.5% | +26.9% | +42.3% |
| 5Y | +836.6% | +105.9% | +730.7% | +542.6% |
| All | +3,912.3% | +429.3% | +3,483.0% | +1,988.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling