+1,486.4%
AEHR vs RSG
+2,015.5%
-529.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.8% |
| 7D | +9.8% | 0.0% | +9.8% | +9.8% |
| 30D | -26.7% | +4.0% | -30.7% | -27.5% |
| 3M | -8.1% | +7.4% | -15.5% | -10.4% |
| 6M | +123.1% | +0.1% | +123.0% | +119.4% |
| YTD | +369.0% | +6.0% | +363.0% | +355.1% |
| 1Y | +256.4% | -3.0% | +259.4% | +252.2% |
| 3Y | +96.4% | +56.5% | +39.9% | +71.0% |
| 5Y | +836.6% | +90.9% | +745.7% | +680.3% |
| 10Y | +3,718.1% | +428.7% | +3,289.4% | +2,435.9% |
| All | +1,486.4% | +2,015.5% | -529.1% | +736.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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