-4.2%
ROL vs AEHR
+976.1%
-980.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.4% | -1.3% |
| 7D | -3.3% | +19.1% | -22.4% | -3.6% |
| 30D | -7.2% | -10.0% | +2.8% | -7.2% |
| 3M | -27.0% | +1.3% | -28.3% | -27.3% |
| 6M | -39.5% | +133.8% | -173.3% | -41.3% |
| YTD | -41.8% | +373.3% | -415.1% | -44.5% |
| 1Y | -38.9% | +256.2% | -295.0% | -41.6% |
| 3Y | -0.4% | +93.2% | -93.6% | -4.3% |
| 5Y | -4.2% | +793.1% | -797.3% | -17.0% |
| All | -4.2% | +976.1% | -980.3% | -17.0% |
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