+559.3%
ROKU vs AEHR
+2,652.6%
-2,093.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | -0.4% | +9.8% | -10.2% | -1.9% |
| 30D | +2.1% | -26.7% | +28.8% | +6.0% |
| 3M | +29.5% | -8.1% | +37.6% | +25.8% |
| 6M | +53.8% | +123.1% | -69.3% | +25.6% |
| YTD | +42.8% | +369.0% | -326.2% | +0.8% |
| 1Y | +60.7% | +256.4% | -195.6% | +16.4% |
| 3Y | +83.9% | +96.4% | -12.5% | +30.1% |
| 5Y | -52.8% | +836.6% | -889.4% | -75.1% |
| All | +559.3% | +2,652.6% | -2,093.3% | +200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling