+4,281.2%
ROL vs AEHR
+484.8%
+3,796.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +13.1% | -12.7% | +0.1% |
| 7D | -1.4% | +6.7% | -8.2% | -1.6% |
| 30D | -4.1% | -12.7% | +8.6% | -3.9% |
| 3M | -22.5% | -26.0% | +3.5% | -22.5% |
| 6M | -37.7% | +102.2% | -139.9% | -39.7% |
| YTD | -39.6% | +327.2% | -366.8% | -42.9% |
| 1Y | -36.0% | +228.1% | -264.1% | -39.3% |
| 3Y | -5.1% | +67.0% | -72.2% | -10.4% |
| 5Y | -3.4% | +928.1% | -931.5% | -15.9% |
| 10Y | +215.2% | +3,269.5% | -3,054.3% | +152.2% |
| All | +4,281.2% | +484.8% | +3,796.4% | +3,101.1% |
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 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