+83.6%
AEHR vs RRC
+32.7%
+50.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.5% | +5.3% |
| 7D | +18.5% | -1.2% | +19.7% | +18.9% |
| 30D | -11.9% | +9.4% | -21.3% | -14.2% |
| 3M | -5.0% | +7.4% | -12.4% | -7.6% |
| 6M | +155.0% | +1.5% | +153.5% | +149.4% |
| YTD | +349.7% | +19.4% | +330.3% | +310.2% |
| 1Y | +260.4% | +24.2% | +236.2% | +225.4% |
| 3Y | +83.6% | +32.8% | +50.8% | +52.5% |
| All | +83.6% | +32.7% | +50.9% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling