+4,407.5%
AEHR vs ROIV
+298.2%
+4,109.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.8% | +4.5% | +5.0% |
| 7D | +19.1% | +22.3% | -3.2% | +12.4% |
| 30D | -10.0% | +16.9% | -26.9% | -14.0% |
| 3M | +1.3% | +43.9% | -42.6% | -8.0% |
| 6M | +133.8% | +41.6% | +92.2% | +112.7% |
| YTD | +373.3% | +92.7% | +280.6% | +298.5% |
| 1Y | +256.2% | +210.2% | +46.0% | +167.6% |
| 3Y | +93.2% | +231.8% | -138.6% | +40.5% |
| 5Y | +793.1% | +319.8% | +473.3% | +497.4% |
| All | +4,407.5% | +298.2% | +4,109.4% | +2,996.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling