+3,912.3%
AEHR vs RUN
+42.2%
+3,870.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +9.8% | -3.7% | +13.5% | +10.9% |
| 30D | -26.7% | -13.0% | -13.7% | -23.7% |
| 3M | -8.1% | -31.8% | +23.7% | +2.8% |
| 6M | +123.1% | -32.2% | +155.3% | +150.8% |
| YTD | +369.0% | -53.5% | +422.5% | +461.4% |
| 1Y | +256.4% | -46.5% | +302.9% | +305.3% |
| 3Y | +96.4% | -37.6% | +134.0% | +61.6% |
| 5Y | +836.6% | -80.9% | +917.4% | +884.1% |
| All | +3,912.3% | +42.2% | +3,870.1% | +2,184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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