+39.4%
RKT vs AEHR
+89.8%
-50.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.3% | -8.0% | -3.4% |
| 7D | -1.0% | +19.1% | -20.1% | -3.2% |
| 30D | -2.4% | -10.0% | +7.6% | -2.1% |
| 3M | +1.9% | +1.3% | +0.6% | -1.6% |
| 6M | -13.9% | +133.8% | -147.6% | -27.4% |
| YTD | -30.6% | +373.3% | -403.9% | -47.8% |
| 1Y | -34.4% | +256.2% | -290.5% | -49.4% |
| All | +39.4% | +89.8% | -50.4% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling