+4,886.6%
ROK vs AEHR
+515.5%
+4,371.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.3% | -6.3% | -1.4% |
| 7D | +2.8% | +18.5% | -15.8% | +1.6% |
| 30D | -2.4% | -11.9% | +9.5% | -2.0% |
| 3M | -4.7% | -5.0% | +0.3% | -5.9% |
| 6M | +16.8% | +155.0% | -138.2% | +7.2% |
| YTD | +11.4% | +349.7% | -338.3% | -2.0% |
| 1Y | +26.2% | +260.4% | -234.3% | +11.9% |
| 3Y | +51.9% | +83.6% | -31.7% | +33.8% |
| 5Y | +46.4% | +917.8% | -871.5% | +13.0% |
| 10Y | +343.5% | +3,517.1% | -3,173.6% | +195.3% |
| All | +4,886.6% | +515.5% | +4,371.1% | +2,568.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling