+484.8%
AEHR vs RRC
+372.8%
+112.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +13.2% |
| 7D | +6.7% | +1.3% | +5.4% | +6.5% |
| 30D | -12.7% | +10.1% | -22.8% | -13.8% |
| 3M | -26.0% | +4.0% | -30.0% | -26.6% |
| 6M | +102.2% | +1.6% | +100.6% | +100.4% |
| YTD | +327.2% | +19.7% | +307.5% | +313.9% |
| 1Y | +228.1% | +21.4% | +206.7% | +217.6% |
| 3Y | +67.0% | +29.7% | +37.4% | +59.2% |
| 5Y | +928.1% | +153.9% | +774.3% | +794.9% |
| 10Y | +3,269.5% | +10.8% | +3,258.7% | +2,864.2% |
| All | +484.8% | +372.8% | +112.0% | +461.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling