+536.0%
AEHR vs IFF
+222.8%
+313.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +23.0% | -2.8% | +25.8% | +24.0% |
| 30D | -19.9% | -1.1% | -18.8% | -19.9% |
| 3M | +0.5% | +13.8% | -13.3% | -5.0% |
| 6M | +123.6% | +16.7% | +106.9% | +109.1% |
| YTD | +364.6% | +26.1% | +338.5% | +319.8% |
| 1Y | +255.3% | +33.5% | +221.8% | +213.5% |
| 3Y | +89.7% | +31.6% | +58.1% | +68.6% |
| 5Y | +827.9% | -34.9% | +862.8% | +907.2% |
| 10Y | +3,682.7% | -20.3% | +3,703.0% | +3,681.6% |
| All | +536.0% | +222.8% | +313.2% | +388.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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