+15,144.4%
ROST vs AEHR
+515.5%
+14,628.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.6% |
| 7D | +0.2% | +18.5% | -18.3% | -0.5% |
| 30D | -10.0% | -11.9% | +1.9% | -9.8% |
| 3M | +1.2% | -5.0% | +6.2% | +0.3% |
| 6M | +8.9% | +155.0% | -146.0% | +2.4% |
| YTD | +28.1% | +349.7% | -321.6% | +16.6% |
| 1Y | +53.0% | +260.4% | -207.5% | +40.0% |
| 3Y | +97.9% | +83.6% | +14.3% | +79.9% |
| 5Y | +112.0% | +917.8% | -805.8% | +74.1% |
| 10Y | +303.0% | +3,517.1% | -3,214.2% | +198.6% |
| All | +15,144.4% | +515.5% | +14,628.8% | +9,950.3% |
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