+51.5%
RSP vs AEHR
+889.0%
-837.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.3% | -6.3% | -1.4% |
| 7D | -0.4% | +18.5% | -18.9% | -1.5% |
| 30D | -1.5% | -11.9% | +10.4% | -1.2% |
| 3M | +4.8% | -5.0% | +9.8% | +3.3% |
| 6M | +10.3% | +155.0% | -144.7% | -0.1% |
| YTD | +14.1% | +349.7% | -335.6% | -1.9% |
| 1Y | +17.0% | +260.4% | -243.4% | +1.4% |
| 3Y | +54.2% | +83.6% | -29.4% | +32.6% |
| 5Y | +51.5% | +917.8% | -866.3% | +8.3% |
| All | +51.5% | +889.0% | -837.5% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling