+1,831.5%
AEHR vs ROP
+185.2%
+1,646.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.1% | -6.8% |
| 7D | +6.4% | +0.7% | +5.7% | +6.1% |
| 30D | -20.3% | +28.8% | -49.1% | -29.3% |
| 3M | -53.8% | +21.1% | -74.8% | -58.5% |
| 6M | -44.8% | +52.5% | -97.3% | -58.5% |
| YTD | +182.2% | +8.9% | +173.3% | +158.7% |
| 1Y | +174.7% | +8.2% | +166.5% | +152.9% |
| 3Y | +143.5% | -5.2% | +148.7% | +146.5% |
| 5Y | +129.9% | +1.7% | +128.1% | +123.2% |
| All | +1,831.5% | +185.2% | +1,646.3% | +629.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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