+118.9%
AEHR vs RY
+123.7%
-4.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.3% | +10.2% | +11.0% |
| 7D | -2.4% | -0.9% | -1.5% | -1.0% |
| 30D | -40.1% | +5.9% | -45.9% | -45.5% |
| 3M | -46.3% | -4.3% | -42.0% | -42.2% |
| 6M | -44.6% | +12.1% | -56.7% | -53.3% |
| YTD | +165.3% | +20.3% | +145.1% | +106.1% |
| 1Y | +126.1% | +41.0% | +85.1% | +39.8% |
| 3Y | +132.2% | +157.5% | -25.3% | -39.1% |
| All | +118.9% | +123.7% | -4.8% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling