+145.3%
AEHR vs RRX
+30.0%
+115.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.6% | -2.9% | -1.8% |
| 7D | -5.7% | +7.6% | -13.4% | -12.9% |
| 30D | -41.7% | +7.5% | -49.2% | -45.8% |
| 3M | -44.6% | -21.0% | -23.6% | -25.7% |
| 6M | -28.9% | -18.1% | -10.8% | -5.0% |
| YTD | +201.3% | +24.3% | +177.1% | +221.1% |
| 1Y | +145.3% | +29.3% | +116.0% | +162.0% |
| All | +145.3% | +30.0% | +115.3% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling