+228.1%
AEHR vs IBB
+51.5%
+176.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +14.3% |
| 7D | +6.7% | +1.4% | +5.3% | +4.5% |
| 30D | -12.7% | +10.5% | -23.2% | -27.1% |
| 3M | -26.0% | +23.6% | -49.6% | -50.1% |
| 6M | +102.2% | +22.6% | +79.6% | +38.3% |
| YTD | +327.2% | +25.7% | +301.6% | +181.1% |
| 1Y | +228.1% | +51.4% | +176.7% | +59.3% |
| All | +228.1% | +51.5% | +176.6% | +59.3% |
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