+98.2%
AEHR vs IONS
+36.3%
+61.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.5% | +5.6% |
| 7D | +19.1% | -8.7% | +27.8% | +22.3% |
| 30D | -10.0% | -1.6% | -8.4% | -9.8% |
| 3M | +1.3% | -24.9% | +26.2% | +5.7% |
| 6M | +133.8% | -25.7% | +159.4% | +145.3% |
| YTD | +373.3% | -29.2% | +402.5% | +407.8% |
| 1Y | +256.2% | -13.0% | +269.2% | +255.9% |
| All | +98.2% | +36.3% | +61.9% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling