+228.1%
AEHR vs ROIV
+177.7%
+50.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +12.2% |
| 7D | +6.7% | +0.6% | +6.1% | +6.4% |
| 30D | -12.7% | +1.0% | -13.6% | -13.2% |
| 3M | -26.0% | +18.3% | -44.3% | -31.3% |
| 6M | +102.2% | +18.3% | +83.9% | +84.9% |
| YTD | +327.2% | +61.0% | +266.3% | +224.3% |
| 1Y | +228.1% | +177.9% | +50.2% | +119.5% |
| All | +228.1% | +177.7% | +50.4% | +119.5% |
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