+148.5%
RTX vs AEHR
+164.2%
-15.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.2% | +5.8% | -1.2% |
| 7D | +3.4% | +24.2% | -20.8% | +2.6% |
| 30D | +8.4% | -21.2% | +29.6% | +8.9% |
| 3M | -10.7% | -52.8% | +42.1% | -8.9% |
| 6M | +11.7% | -36.9% | +48.6% | +11.4% |
| YTD | +9.3% | +202.3% | -193.0% | +0.6% |
| 1Y | +13.3% | +162.9% | -149.6% | +4.8% |
| 3Y | +156.1% | +149.1% | +7.0% | +128.8% |
| 5Y | +148.5% | +146.2% | +2.3% | +103.4% |
| All | +148.5% | +164.2% | -15.7% | +103.4% |
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