-23.6%
RKT vs AEHR
+3,899.6%
-3,923.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -2.3% |
| 7D | +6.0% | +18.5% | -12.6% | +4.1% |
| 30D | +0.7% | -11.9% | +12.6% | +1.2% |
| 3M | +11.8% | -5.0% | +16.8% | +9.6% |
| 6M | -7.6% | +155.0% | -162.6% | -19.2% |
| YTD | -28.7% | +349.7% | -378.3% | -41.7% |
| 1Y | -32.6% | +260.4% | -293.0% | -44.3% |
| 3Y | +42.1% | +83.6% | -41.5% | +15.5% |
| 5Y | -7.2% | +917.8% | -925.0% | -33.3% |
| All | -23.6% | +3,899.6% | -3,923.1% | -57.6% |
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