+484.8%
AEHR vs ROP
+3,420.3%
-2,935.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -3.6% | +16.7% | +14.3% |
| 7D | +6.7% | -4.4% | +11.2% | +8.2% |
| 30D | -12.7% | +3.2% | -15.9% | -14.2% |
| 3M | -26.0% | +23.1% | -49.1% | -33.2% |
| 6M | +102.2% | +13.3% | +88.9% | +85.9% |
| YTD | +327.2% | -7.9% | +335.1% | +320.9% |
| 1Y | +228.1% | -22.1% | +250.2% | +243.0% |
| 3Y | +67.0% | -16.8% | +83.8% | +71.8% |
| 5Y | +928.1% | -13.5% | +941.7% | +956.6% |
| 10Y | +3,269.5% | +137.7% | +3,131.8% | +2,368.0% |
| All | +484.8% | +3,420.3% | -2,935.5% | +94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling