+45.9%
ROK vs AEHR
+775.9%
-730.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.9% |
| 7D | -1.6% | +23.0% | -24.6% | -4.0% |
| 30D | -5.4% | -19.9% | +14.5% | -3.7% |
| 3M | -4.0% | +0.5% | -4.5% | -6.9% |
| 6M | +13.3% | +123.6% | -110.2% | -2.1% |
| YTD | +9.3% | +364.6% | -355.3% | -14.6% |
| 1Y | +25.8% | +255.3% | -229.5% | +0.1% |
| 3Y | +49.1% | +89.7% | -40.6% | +15.9% |
| 5Y | +45.9% | +827.9% | -782.0% | -10.2% |
| All | +45.9% | +775.9% | -730.1% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling