+145.3%
AEHR vs RY
+46.4%
+98.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.0% | -9.6% | -13.4% |
| 7D | -5.7% | +2.5% | -8.2% | -11.6% |
| 30D | -41.7% | +8.4% | -50.2% | -53.1% |
| 3M | -44.6% | +1.2% | -45.9% | -46.3% |
| 6M | -28.9% | +19.4% | -48.3% | -56.7% |
| YTD | +201.3% | +25.4% | +175.9% | +49.2% |
| 1Y | +145.3% | +46.7% | +98.6% | -21.6% |
| All | +145.3% | +46.4% | +98.9% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling