+143.1%
AEHR vs IONS
-40.7%
+183.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.1% | +8.7% | +2.0% |
| 7D | -8.5% | -30.3% | +21.7% | -0.4% |
| 30D | -29.6% | -37.7% | +8.1% | -20.5% |
| 3M | -43.9% | -50.5% | +6.6% | -32.3% |
| 6M | -38.7% | -62.8% | +24.0% | -22.6% |
| YTD | +195.0% | -64.4% | +259.4% | +281.5% |
| 1Y | +142.3% | -59.5% | +201.7% | +199.6% |
| 3Y | +143.1% | -39.2% | +182.3% | +124.4% |
| All | +143.1% | -40.7% | +183.9% | +124.4% |
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