+28.6%
ROK vs AEHR
+255.0%
-226.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | -0.1% |
| 7D | +0.7% | +6.7% | -6.1% | -0.1% |
| 30D | -3.3% | -12.7% | +9.4% | -2.5% |
| 3M | -5.9% | -26.0% | +20.1% | -5.1% |
| 6M | +13.9% | +102.2% | -88.3% | -1.0% |
| YTD | +12.6% | +327.2% | -314.7% | -11.5% |
| 1Y | +28.6% | +228.1% | -199.5% | +3.4% |
| All | +28.6% | +255.0% | -226.4% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 1y: compounded portfolio wealth divided by compounded AEHR 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…
1y analysis · Full analysis span regression · 6 months rolling