+228.1%
AEHR vs IONS
-2.1%
+230.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.1% |
| 7D | +6.7% | -4.8% | +11.6% | +7.9% |
| 30D | -12.7% | +7.2% | -19.9% | -13.9% |
| 3M | -26.0% | -22.7% | -3.3% | -30.1% |
| 6M | +102.2% | -26.9% | +129.1% | +97.8% |
| YTD | +327.2% | -26.6% | +353.8% | +321.8% |
| 1Y | +228.1% | -2.1% | +230.2% | +222.3% |
| All | +228.1% | -2.1% | +230.2% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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