+302.0%
TRV vs AEHR
+3,845.4%
-3,543.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.1% | +2.1% |
| 7D | +1.9% | +9.8% | -7.8% | +1.8% |
| 30D | +1.7% | -26.7% | +28.4% | +2.2% |
| 3M | +23.9% | -8.1% | +32.0% | +23.5% |
| 6M | +26.3% | +123.1% | -96.8% | +22.5% |
| YTD | +30.8% | +369.0% | -338.2% | +24.0% |
| 1Y | +36.3% | +256.4% | -220.1% | +29.7% |
| 3Y | +145.0% | +96.4% | +48.6% | +132.2% |
| 5Y | +163.9% | +836.6% | -672.7% | +128.3% |
| All | +302.0% | +3,845.4% | -3,543.4% | +203.2% |
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