+542.0%
AEHR vs TROW
+1,536.4%
-994.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +9.8% | -3.2% | +13.0% | +11.0% |
| 30D | -26.7% | -4.6% | -22.1% | -25.6% |
| 3M | -8.1% | -0.7% | -7.4% | -8.3% |
| 6M | +123.1% | +22.2% | +100.9% | +107.6% |
| YTD | +369.0% | +6.6% | +362.4% | +359.3% |
| 1Y | +256.4% | +5.8% | +250.6% | +251.0% |
| 3Y | +96.4% | +11.6% | +84.8% | +93.5% |
| 5Y | +836.6% | -38.9% | +875.5% | +1,038.1% |
| 10Y | +3,718.1% | +128.5% | +3,589.6% | +3,084.0% |
| All | +542.0% | +1,536.4% | -994.5% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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