+712.1%
AEHR vs VIVK
-100.0%
+812.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.4% | +8.3% | +1.1% |
| 7D | +9.8% | -4.4% | +14.1% | +9.8% |
| 30D | -26.7% | -40.8% | +14.1% | -26.1% |
| 3M | -8.1% | -94.1% | +86.0% | -5.3% |
| 6M | +123.1% | -98.2% | +221.3% | +131.9% |
| YTD | +369.0% | -98.0% | +467.0% | +371.6% |
| 1Y | +256.4% | -100.0% | +356.3% | +302.3% |
| 3Y | +96.4% | -100.0% | +196.4% | +113.3% |
| All | +712.1% | -100.0% | +812.1% | +784.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 5y: compounded portfolio wealth divided by compounded VIVK 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…
5y analysis · Full analysis span regression · 6 months rolling