+2,634.6%
AEHR vs IAG
+368.9%
+2,265.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.1% | +5.5% |
| 7D | +18.5% | +4.3% | +14.3% | +17.8% |
| 30D | -11.9% | +9.8% | -21.7% | -13.2% |
| 3M | -5.0% | +28.9% | -33.9% | -8.3% |
| 6M | +155.0% | -7.6% | +162.5% | +157.2% |
| YTD | +349.7% | +22.0% | +327.7% | +339.3% |
| 1Y | +260.4% | +99.5% | +160.9% | +233.9% |
| 3Y | +83.6% | +818.3% | -734.7% | +40.5% |
| 5Y | +917.8% | +785.9% | +131.9% | +659.1% |
| 10Y | +3,517.1% | +381.1% | +3,136.0% | +2,545.3% |
| All | +2,634.6% | +368.9% | +2,265.8% | +1,616.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling