+793.1%
AEHR vs RVTY
-34.2%
+827.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.5% | +7.8% | +7.3% |
| 7D | +19.1% | -5.4% | +24.5% | +24.3% |
| 30D | -10.0% | +6.7% | -16.8% | -15.6% |
| 3M | +1.3% | +19.0% | -17.7% | -14.9% |
| 6M | +133.8% | +34.6% | +99.1% | +74.5% |
| YTD | +373.3% | +28.3% | +345.0% | +264.9% |
| 1Y | +256.2% | +46.0% | +210.1% | +147.0% |
| 3Y | +93.2% | +16.9% | +76.4% | +61.9% |
| 5Y | +793.1% | -32.9% | +826.0% | +993.1% |
| All | +793.1% | -34.2% | +827.3% | +993.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling