+1,870.4%
RCL vs AEHR
+484.8%
+1,385.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.1% | -13.2% | -1.2% |
| 7D | -5.1% | +6.7% | -11.8% | -5.7% |
| 30D | -19.0% | -12.7% | -6.3% | -18.5% |
| 3M | -9.6% | -26.0% | +16.4% | -9.3% |
| 6M | -6.7% | +102.2% | -108.9% | -15.3% |
| YTD | -3.9% | +327.2% | -331.2% | -19.1% |
| 1Y | -25.1% | +228.1% | -253.2% | -36.2% |
| 3Y | +179.1% | +67.0% | +112.1% | +136.1% |
| 5Y | +243.3% | +928.1% | -684.8% | +138.7% |
| 10Y | +325.8% | +3,269.5% | -2,943.8% | +144.3% |
| All | +1,870.4% | +484.8% | +1,385.6% | +838.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling