+555.8%
ROKU vs AEHR
+2,627.0%
-2,071.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.1% |
| 7D | -2.6% | +23.0% | -25.6% | -5.8% |
| 30D | +2.1% | -19.9% | +22.1% | +4.5% |
| 3M | +31.8% | +0.5% | +31.3% | +26.2% |
| 6M | +53.3% | +123.6% | -70.3% | +25.1% |
| YTD | +42.1% | +364.6% | -322.6% | +0.4% |
| 1Y | +62.3% | +255.3% | -193.0% | +17.6% |
| 3Y | +84.6% | +89.7% | -5.1% | +31.3% |
| 5Y | -53.1% | +827.9% | -880.9% | -75.2% |
| All | +555.8% | +2,627.0% | -2,071.2% | +198.9% |
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