+203.4%
RSP vs AEHR
+3,808.7%
-3,605.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -3.1% | +23.0% | -26.1% | -4.3% |
| 30D | -3.4% | -19.9% | +16.5% | -2.6% |
| 3M | +3.6% | +0.5% | +3.1% | +2.1% |
| 6M | +9.0% | +123.6% | -114.6% | +1.3% |
| YTD | +12.2% | +364.6% | -352.4% | -0.9% |
| 1Y | +15.6% | +255.3% | -239.8% | +3.0% |
| 3Y | +51.6% | +89.7% | -38.1% | +33.4% |
| 5Y | +50.4% | +827.9% | -777.5% | +16.2% |
| All | +203.4% | +3,808.7% | -3,605.3% | +101.0% |
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 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