+2,306.6%
RCL vs AEHR
+313.8%
+1,992.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.2% | +3.3% | -3.3% |
| 7D | -0.2% | +24.2% | -24.4% | -2.1% |
| 30D | +14.4% | -21.2% | +35.6% | +15.6% |
| 3M | +5.2% | -52.8% | +57.9% | +10.1% |
| 6M | +26.1% | -36.9% | +63.0% | +26.1% |
| YTD | +17.4% | +202.3% | -185.0% | +0.4% |
| 1Y | +24.7% | +162.9% | -138.2% | +7.8% |
| 3Y | +250.9% | +149.1% | +101.8% | +185.4% |
| 5Y | +293.8% | +146.2% | +147.6% | +203.5% |
| 10Y | +342.4% | +1,921.2% | -1,578.8% | +161.6% |
| All | +2,306.6% | +313.8% | +1,992.8% | +1,064.7% |
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