+279.2%
RTX vs AEHR
+3,845.4%
-3,566.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.3% |
| 7D | -1.5% | +9.8% | -11.3% | -2.0% |
| 30D | -11.0% | -26.7% | +15.8% | -10.0% |
| 3M | +7.7% | -8.1% | +15.8% | +6.8% |
| 6M | -3.9% | +123.1% | -127.0% | -9.7% |
| YTD | +9.0% | +369.0% | -360.0% | -2.0% |
| 1Y | +27.3% | +256.4% | -229.1% | +15.3% |
| 3Y | +172.9% | +96.4% | +76.5% | +145.5% |
| 5Y | +165.2% | +836.6% | -671.4% | +105.8% |
| All | +279.2% | +3,845.4% | -3,566.2% | +141.6% |
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 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