+1,969.2%
AEHR vs IONS
-36.2%
+2,005.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.6% | -3.6% | -6.4% |
| 7D | +24.2% | -29.6% | +53.8% | +32.9% |
| 30D | -21.2% | -35.6% | +14.3% | -13.6% |
| 3M | -52.8% | -51.7% | -1.1% | -44.6% |
| 6M | -36.9% | -64.0% | +27.1% | -22.3% |
| YTD | +202.3% | -65.5% | +267.8% | +277.9% |
| 1Y | +162.9% | -62.4% | +225.3% | +222.1% |
| 3Y | +149.1% | -41.1% | +190.2% | +162.2% |
| 5Y | +146.2% | -16.5% | +162.7% | +139.9% |
| All | +1,969.2% | -36.2% | +2,005.3% | +1,902.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling