+145.3%
AEHR vs ROIV
+97.8%
+47.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +6.1% | -12.6% | -9.9% |
| 7D | -5.7% | +3.0% | -8.8% | -7.4% |
| 30D | -41.7% | +6.8% | -48.6% | -44.0% |
| 3M | -44.6% | +10.5% | -55.2% | -48.6% |
| 6M | -28.9% | +34.8% | -63.7% | -40.9% |
| YTD | +201.3% | +76.2% | +125.2% | +109.6% |
| 1Y | +145.3% | +92.4% | +52.9% | +54.1% |
| All | +145.3% | +97.8% | +47.5% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling