+126.4%
AEHR vs ROIV
+378.2%
-251.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.2% | +2.8% | +7.0% |
| 7D | -2.4% | +5.3% | -7.7% | -3.8% |
| 30D | -40.1% | +11.9% | -51.9% | -42.0% |
| 3M | -46.3% | +10.7% | -57.0% | -48.2% |
| 6M | -44.6% | +34.9% | -79.5% | -49.7% |
| YTD | +165.3% | +79.2% | +86.2% | +122.4% |
| 1Y | +126.1% | +89.0% | +37.1% | +86.7% |
| 3Y | +132.2% | +337.3% | -205.1% | +54.4% |
| All | +126.4% | +378.2% | -251.8% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling