+96.4%
AEHR vs INCY
+89.7%
+6.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.4% |
| 7D | +9.8% | -4.2% | +13.9% | +11.2% |
| 30D | -26.7% | +0.6% | -27.3% | -26.9% |
| 3M | -8.1% | +12.6% | -20.7% | -13.2% |
| 6M | +123.1% | +28.3% | +94.7% | +99.3% |
| YTD | +369.0% | +23.0% | +346.0% | +325.7% |
| 1Y | +256.4% | +41.0% | +215.4% | +205.9% |
| 3Y | +96.4% | +88.6% | +7.8% | +37.4% |
| All | +96.4% | +89.7% | +6.7% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 3y: compounded portfolio wealth divided by compounded INCY 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…
3y analysis · Full analysis span regression · 6 months rolling