+3,968.9%
AEHR vs ROIV
+232.7%
+3,736.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +12.7% |
| 7D | +6.7% | +0.6% | +6.1% | +6.6% |
| 30D | -12.7% | +1.0% | -13.6% | -12.9% |
| 3M | -26.0% | +18.3% | -44.3% | -28.8% |
| 6M | +102.2% | +18.3% | +83.9% | +94.1% |
| YTD | +327.2% | +61.0% | +266.3% | +279.0% |
| 1Y | +228.1% | +177.9% | +50.2% | +155.5% |
| 3Y | +67.0% | +199.1% | -132.0% | +26.3% |
| 5Y | +928.1% | +250.7% | +677.4% | +624.4% |
| All | +3,968.9% | +232.7% | +3,736.2% | +2,844.3% |
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