+712.1%
AEHR vs INVH
-20.2%
+732.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +9.8% | -3.0% | +12.8% | +11.4% |
| 30D | -26.7% | -7.5% | -19.2% | -24.1% |
| 3M | -8.1% | -5.5% | -2.6% | -7.2% |
| 6M | +123.1% | +11.7% | +111.4% | +102.4% |
| YTD | +369.0% | +1.3% | +367.7% | +347.4% |
| 1Y | +256.4% | -6.1% | +262.5% | +255.8% |
| 3Y | +96.4% | -9.8% | +106.1% | +93.8% |
| All | +712.1% | -20.2% | +732.3% | +891.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling