+267.4%
RTX vs AEHR
+1,768.2%
-1,500.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +0.4% |
| 7D | +4.8% | +6.4% | -1.6% | +4.4% |
| 30D | +6.5% | -20.3% | +26.8% | +7.0% |
| 3M | -9.6% | -53.8% | +44.2% | -7.3% |
| 6M | +12.3% | -44.8% | +57.1% | +12.7% |
| YTD | +9.5% | +182.2% | -172.8% | -0.2% |
| 1Y | +15.8% | +174.7% | -158.9% | +5.6% |
| 3Y | +157.0% | +143.5% | +13.5% | +125.3% |
| 5Y | +148.8% | +129.9% | +19.0% | +106.9% |
| All | +267.4% | +1,768.2% | -1,500.8% | +136.9% |
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