+917.8%
AEHR vs IBB
+20.0%
+897.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.4% | +8.6% |
| 7D | +18.5% | -1.7% | +20.2% | +21.2% |
| 30D | -11.9% | +4.9% | -16.8% | -20.7% |
| 3M | -5.0% | +24.2% | -29.2% | -35.9% |
| 6M | +155.0% | +23.8% | +131.1% | +75.8% |
| YTD | +349.7% | +23.0% | +326.7% | +216.0% |
| 1Y | +260.4% | +46.2% | +214.3% | +93.3% |
| 3Y | +83.6% | +64.8% | +18.8% | -15.8% |
| 5Y | +917.8% | +20.9% | +896.9% | +533.3% |
| All | +917.8% | +20.0% | +897.8% | +533.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling