+292.2%
RCL vs AEHR
+126.8%
+165.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.0% | +1.3% |
| 7D | -1.2% | +6.4% | -7.6% | -2.2% |
| 30D | +17.8% | -20.3% | +38.1% | +19.7% |
| 3M | +4.9% | -53.8% | +58.7% | +13.4% |
| 6M | +23.7% | -44.8% | +68.5% | +25.4% |
| YTD | +17.8% | +182.2% | -164.4% | -11.3% |
| 1Y | +28.9% | +174.7% | -145.8% | -2.8% |
| 3Y | +241.9% | +143.5% | +98.4% | +127.7% |
| All | +292.2% | +126.8% | +165.4% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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