+1,614.5%
AEHR vs IBB
+560.8%
+1,053.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +13.6% |
| 7D | +6.7% | +1.4% | +5.3% | +5.8% |
| 30D | -12.7% | +10.5% | -23.2% | -18.3% |
| 3M | -26.0% | +23.6% | -49.6% | -35.2% |
| 6M | +102.2% | +22.6% | +79.6% | +79.7% |
| YTD | +327.2% | +25.7% | +301.6% | +275.7% |
| 1Y | +228.1% | +51.4% | +176.7% | +160.7% |
| 3Y | +67.0% | +64.4% | +2.7% | +31.3% |
| 5Y | +928.1% | +22.1% | +906.0% | +861.2% |
| 10Y | +3,269.5% | +132.5% | +3,137.1% | +2,262.9% |
| All | +1,614.5% | +560.8% | +1,053.7% | +501.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling