+1,916.6%
TRV vs AEHR
+547.9%
+1,368.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -4.9% | +0.2% |
| 7D | +0.2% | +19.1% | -18.9% | -0.3% |
| 30D | -2.3% | -10.0% | +7.7% | -2.2% |
| 3M | +22.7% | +1.3% | +21.4% | +21.6% |
| 6M | +21.9% | +133.8% | -111.8% | +17.1% |
| YTD | +27.5% | +373.3% | -345.8% | +19.2% |
| 1Y | +36.2% | +256.2% | -219.9% | +28.0% |
| 3Y | +140.6% | +93.2% | +47.4% | +124.5% |
| 5Y | +154.5% | +793.1% | -638.6% | +118.1% |
| 10Y | +295.4% | +3,753.2% | -3,457.8% | +202.8% |
| All | +1,916.6% | +547.9% | +1,368.8% | +1,209.3% |
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