+174.7%
AEHR vs IBB
+29.7%
+145.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.2% | -6.0% |
| 7D | +6.4% | -0.5% | +6.9% | +7.8% |
| 30D | -20.3% | +4.6% | -24.8% | -22.4% |
| 3M | -53.8% | +6.8% | -60.6% | -57.8% |
| 6M | -44.8% | +23.1% | -67.9% | -61.5% |
| YTD | +182.2% | +26.0% | +156.2% | +90.7% |
| 1Y | +174.7% | +30.4% | +144.4% | +74.3% |
| All | +174.7% | +29.7% | +145.1% | +74.3% |
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