+1,940.1%
AEHR vs RY
+354.4%
+1,585.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.6% | +10.6% | +10.6% |
| 7D | -8.5% | -0.6% | -7.9% | -7.7% |
| 30D | -29.6% | +6.1% | -35.8% | -33.8% |
| 3M | -43.9% | -3.4% | -40.5% | -41.7% |
| 6M | -38.7% | +12.8% | -51.5% | -45.0% |
| YTD | +195.0% | +21.0% | +174.0% | +152.5% |
| 1Y | +142.3% | +40.5% | +101.8% | +81.2% |
| 3Y | +143.1% | +159.9% | -16.7% | +8.8% |
| 5Y | +162.7% | +125.0% | +37.7% | +34.5% |
| 10Y | +1,940.1% | +350.6% | +1,589.5% | +639.7% |
| All | +1,940.1% | +354.4% | +1,585.7% | +639.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling