+98.2%
AEHR vs ROP
-18.8%
+116.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.3% | +6.6% | +5.0% |
| 7D | +19.1% | -6.1% | +25.2% | +17.8% |
| 30D | -10.0% | -3.4% | -6.7% | -10.4% |
| 3M | +1.3% | +16.7% | -15.4% | -1.1% |
| 6M | +133.8% | +8.1% | +125.7% | +134.7% |
| YTD | +373.3% | -11.7% | +385.0% | +438.1% |
| 1Y | +256.2% | -24.2% | +280.4% | +357.0% |
| All | +98.2% | -18.8% | +116.9% | +159.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling