+547.9%
AEHR vs RJF
+4,684.8%
-4,136.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.5% |
| 7D | +19.1% | -0.3% | +19.4% | +19.0% |
| 30D | -10.0% | -2.0% | -8.0% | -9.6% |
| 3M | +1.3% | +16.3% | -15.0% | -4.5% |
| 6M | +133.8% | +16.9% | +116.8% | +120.8% |
| YTD | +373.3% | +10.4% | +362.9% | +356.4% |
| 1Y | +256.2% | +7.4% | +248.8% | +247.6% |
| 3Y | +93.2% | +72.2% | +21.0% | +63.6% |
| 5Y | +793.1% | +105.1% | +688.0% | +638.5% |
| 10Y | +3,753.2% | +430.9% | +3,322.3% | +2,300.5% |
| All | +547.9% | +4,684.8% | -4,136.9% | +110.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling