+228.1%
AEHR vs INVH
-2.4%
+230.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.2% | +13.3% | +12.9% |
| 7D | +6.7% | -2.9% | +9.7% | +4.5% |
| 30D | -12.7% | -6.9% | -5.8% | -16.6% |
| 3M | -26.0% | -2.7% | -23.3% | -26.9% |
| 6M | +102.2% | +8.2% | +94.0% | +97.1% |
| YTD | +327.2% | +4.5% | +322.8% | +320.0% |
| 1Y | +228.1% | -2.3% | +230.4% | +216.5% |
| All | +228.1% | -2.4% | +230.5% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling