+186.2%
AEHR vs RL
+243.0%
-56.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.4% | +11.8% | +11.6% |
| 7D | +8.1% | -4.4% | +12.5% | +13.5% |
| 30D | -15.9% | +5.6% | -21.4% | -19.5% |
| 3M | -43.9% | -0.6% | -43.2% | -43.8% |
| 6M | -37.1% | +15.5% | -52.5% | -44.9% |
| YTD | +225.8% | +12.3% | +213.5% | +199.2% |
| 1Y | +184.0% | +19.3% | +164.7% | +148.4% |
| 3Y | +168.5% | +255.5% | -87.1% | -2.8% |
| 5Y | +186.2% | +247.1% | -60.8% | -4.0% |
| All | +186.2% | +243.0% | -56.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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