+256.2%
AEHR vs IBB
+44.4%
+211.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.1% | +6.4% |
| 7D | +19.1% | -3.9% | +23.0% | +25.1% |
| 30D | -10.0% | +2.7% | -12.8% | -16.2% |
| 3M | +1.3% | +21.4% | -20.0% | -31.3% |
| 6M | +133.8% | +20.1% | +113.7% | +61.8% |
| YTD | +373.3% | +21.9% | +351.4% | +221.1% |
| 1Y | +256.2% | +44.1% | +212.0% | +76.1% |
| All | +256.2% | +44.4% | +211.8% | +76.1% |
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