+96.4%
AEHR vs IAG
+804.5%
-708.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +9.8% | -1.1% | +10.8% | +10.2% |
| 30D | -26.7% | +12.1% | -38.8% | -29.9% |
| 3M | -8.1% | +25.5% | -33.6% | -15.8% |
| 6M | +123.1% | -7.1% | +130.2% | +122.8% |
| YTD | +369.0% | +22.9% | +346.1% | +339.6% |
| 1Y | +256.4% | +83.3% | +173.0% | +211.7% |
| 3Y | +96.4% | +808.5% | -712.1% | +31.2% |
| All | +96.4% | +804.5% | -708.1% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling