+2,709.9%
AEHR vs ROIV
+292.3%
+2,417.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.8% |
| 7D | -8.5% | +14.3% | -22.8% | -11.6% |
| 30D | -29.6% | +16.2% | -45.8% | -32.3% |
| 3M | -43.9% | +15.1% | -59.0% | -46.1% |
| 6M | -38.7% | +44.2% | -83.0% | -44.6% |
| YTD | +195.0% | +89.8% | +105.2% | +149.6% |
| 1Y | +142.3% | +94.6% | +47.7% | +103.7% |
| 3Y | +143.1% | +367.5% | -224.4% | +68.9% |
| 5Y | +162.7% | +421.4% | -258.7% | +61.3% |
| All | +2,709.9% | +292.3% | +2,417.6% | +1,839.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling