+154.4%
TRV vs AEHR
+809.0%
-654.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +0.5% |
| 7D | -1.5% | +23.0% | -24.5% | -1.5% |
| 30D | -1.8% | -19.9% | +18.1% | -1.8% |
| 3M | +21.6% | +0.5% | +21.1% | +21.5% |
| 6M | +22.5% | +123.6% | -101.1% | +20.7% |
| YTD | +28.1% | +364.6% | -336.5% | +24.8% |
| 1Y | +37.0% | +255.3% | -218.3% | +33.8% |
| 3Y | +141.9% | +89.7% | +52.2% | +136.4% |
| All | +154.4% | +809.0% | -654.6% | +128.8% |
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