+145.3%
AEHR vs IBB
+42.2%
+103.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.6% | -9.2% | -9.8% |
| 7D | -5.7% | +2.2% | -7.9% | -8.3% |
| 30D | -41.7% | +6.3% | -48.1% | -45.6% |
| 3M | -44.6% | +16.3% | -60.9% | -56.3% |
| 6M | -28.9% | +30.0% | -58.9% | -54.5% |
| YTD | +201.3% | +31.1% | +170.2% | +93.4% |
| 1Y | +145.3% | +42.0% | +103.4% | +40.4% |
| All | +145.3% | +42.2% | +103.1% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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