+145.3%
AEHR vs IAG
+56.5%
+88.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +10.2% | -16.8% | -13.0% |
| 7D | -5.7% | +1.1% | -6.8% | -7.0% |
| 30D | -41.7% | -5.3% | -36.5% | -39.9% |
| 3M | -44.6% | +18.0% | -62.7% | -52.0% |
| 6M | -28.9% | +7.1% | -36.0% | -33.8% |
| YTD | +201.3% | +5.9% | +195.4% | +186.3% |
| 1Y | +145.3% | +59.4% | +85.9% | +83.1% |
| All | +145.3% | +56.5% | +88.8% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling