+313.8%
AEHR vs RVTY
+1,999.2%
-1,685.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.8% | -6.4% | -7.0% |
| 7D | +24.2% | +4.1% | +20.1% | +22.8% |
| 30D | -21.2% | +1.3% | -22.5% | -20.7% |
| 3M | -52.8% | +33.3% | -86.0% | -56.5% |
| 6M | -36.9% | +58.3% | -95.2% | -45.2% |
| YTD | +202.3% | +62.7% | +139.6% | +161.4% |
| 1Y | +162.9% | +67.2% | +95.7% | +125.8% |
| 3Y | +149.1% | +87.3% | +61.8% | +112.7% |
| 5Y | +146.2% | -13.4% | +159.7% | +155.0% |
| 10Y | +1,921.2% | +217.2% | +1,704.0% | +1,464.9% |
| All | +313.8% | +1,999.2% | -1,685.3% | +104.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling