+827.9%
AEHR vs IBN
+52.7%
+775.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | +23.0% | -5.5% | +28.5% | +27.9% |
| 30D | -19.9% | -3.4% | -16.5% | -18.1% |
| 3M | +0.5% | +8.7% | -8.1% | -6.0% |
| 6M | +123.6% | +3.7% | +119.9% | +118.3% |
| YTD | +364.6% | -2.4% | +367.0% | +368.6% |
| 1Y | +255.3% | -8.1% | +263.4% | +266.6% |
| 3Y | +89.7% | +26.3% | +63.4% | +36.4% |
| 5Y | +827.9% | +54.9% | +773.0% | +452.5% |
| All | +827.9% | +52.7% | +775.2% | +452.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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