+162.9%
RTX vs AEHR
+976.1%
-813.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.9% | -0.8% |
| 7D | -1.6% | +19.1% | -20.7% | -2.2% |
| 30D | -11.6% | -10.0% | -1.5% | -11.4% |
| 3M | +9.2% | +1.3% | +7.8% | +8.0% |
| 6M | -4.4% | +133.8% | -138.2% | -9.5% |
| YTD | +8.9% | +373.3% | -364.4% | -0.5% |
| 1Y | +32.1% | +256.2% | -224.1% | +21.4% |
| 3Y | +151.2% | +93.2% | +58.0% | +131.9% |
| 5Y | +162.9% | +793.1% | -630.2% | +109.2% |
| All | +162.9% | +976.1% | -813.2% | +109.2% |
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