+1,831.5%
AEHR vs RVTY
+211.6%
+1,619.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -5.5% |
| 7D | +6.4% | -0.5% | +6.8% | +7.0% |
| 30D | -20.3% | +1.5% | -21.8% | -19.3% |
| 3M | -53.8% | +31.5% | -85.2% | -61.1% |
| 6M | -44.8% | +62.7% | -107.5% | -60.5% |
| YTD | +182.2% | +60.0% | +122.2% | +103.8% |
| 1Y | +174.7% | +65.7% | +109.0% | +94.1% |
| 3Y | +143.5% | +85.2% | +58.3% | +66.3% |
| 5Y | +129.9% | -14.9% | +144.7% | +132.8% |
| All | +1,831.5% | +211.6% | +1,619.9% | +630.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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