+546.0%
RKLB vs AEHR
+5,219.7%
-4,673.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | -2.0% | +9.8% | -11.8% | -4.1% |
| 30D | -22.4% | -26.7% | +4.3% | -17.6% |
| 3M | -45.2% | -8.1% | -37.1% | -46.3% |
| 6M | -12.5% | +123.1% | -135.6% | -31.0% |
| YTD | -9.8% | +369.0% | -378.8% | -40.6% |
| 1Y | +30.0% | +256.4% | -226.4% | -10.3% |
| 3Y | +942.2% | +96.4% | +845.8% | +602.1% |
| 5Y | +236.8% | +836.6% | -599.8% | +55.1% |
| All | +546.0% | +5,219.7% | -4,673.6% | +159.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling