+158.0%
AEHR vs IBB
+86.3%
+71.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.9% | +7.3% |
| 7D | +16.2% | +2.7% | +13.5% | +13.3% |
| 30D | -29.3% | +6.3% | -35.7% | -34.4% |
| 3M | -42.0% | +11.1% | -53.0% | -51.4% |
| 6M | -38.5% | +29.2% | -67.7% | -60.8% |
| YTD | +196.2% | +30.2% | +166.0% | +91.4% |
| 1Y | +144.3% | +39.5% | +104.8% | +41.0% |
| 3Y | +158.0% | +92.3% | +65.7% | -16.8% |
| All | +158.0% | +86.3% | +71.7% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling