+484.8%
AEHR vs RY
+5,494.5%
-5,009.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.5% |
| 7D | +6.7% | +3.1% | +3.6% | +4.9% |
| 30D | -12.7% | -0.3% | -12.4% | -12.3% |
| 3M | -26.0% | +8.7% | -34.7% | -28.7% |
| 6M | +102.2% | +28.5% | +73.7% | +80.6% |
| YTD | +327.2% | +25.1% | +302.1% | +288.4% |
| 1Y | +228.1% | +46.3% | +181.8% | +177.2% |
| 3Y | +67.0% | +154.9% | -87.9% | +9.4% |
| 5Y | +928.1% | +140.3% | +787.8% | +608.8% |
| 10Y | +3,269.5% | +377.0% | +2,892.5% | +1,637.0% |
| All | +484.8% | +5,494.5% | -5,009.7% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling