+1,031.3%
AEHR vs IBN
+1,532.9%
-501.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.3% |
| 7D | +6.7% | +1.4% | +5.3% | +6.4% |
| 30D | -12.7% | -0.3% | -12.3% | -12.7% |
| 3M | -26.0% | +17.1% | -43.1% | -28.5% |
| 6M | +102.2% | +3.4% | +98.8% | +101.8% |
| YTD | +327.2% | +2.5% | +324.7% | +326.5% |
| 1Y | +228.1% | -4.2% | +232.3% | +230.8% |
| 3Y | +67.0% | +32.4% | +34.6% | +56.1% |
| 5Y | +928.1% | +59.2% | +868.9% | +837.2% |
| 10Y | +3,269.5% | +345.7% | +2,923.9% | +2,321.9% |
| All | +1,031.3% | +1,532.9% | -501.6% | +531.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling