+3,912.3%
AEHR vs RRX
+228.4%
+3,683.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.7% | -1.9% |
| 7D | +9.8% | -0.3% | +10.1% | +9.9% |
| 30D | -26.7% | -6.1% | -20.6% | -22.7% |
| 3M | -8.1% | -23.1% | +15.0% | +14.9% |
| 6M | +123.1% | -19.5% | +142.6% | +180.4% |
| YTD | +369.0% | +16.1% | +352.9% | +362.8% |
| 1Y | +256.4% | +12.9% | +243.5% | +261.7% |
| 3Y | +96.4% | +7.9% | +88.4% | +100.4% |
| 5Y | +836.6% | +19.1% | +817.5% | +833.6% |
| All | +3,912.3% | +228.4% | +3,683.9% | +3,080.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling