-10.4%
RKT vs AEHR
+147.2%
-157.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -6.6% | +15.2% | +9.2% |
| 7D | +29.7% | -5.7% | +35.5% | +29.9% |
| 30D | +28.5% | -41.7% | +70.2% | +35.0% |
| 3M | +6.4% | -44.6% | +51.0% | +11.1% |
| 6M | +7.1% | -28.9% | +36.1% | +4.3% |
| YTD | -22.5% | +201.3% | -223.8% | -44.8% |
| 1Y | -10.4% | +145.3% | -155.8% | -32.5% |
| All | -10.4% | +147.2% | -157.7% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling