+917.8%
AEHR vs IONS
+51.6%
+866.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.4% | +7.6% | +6.1% |
| 7D | +18.5% | -5.3% | +23.8% | +20.9% |
| 30D | -11.9% | +0.3% | -12.2% | -12.2% |
| 3M | -5.0% | -22.9% | +17.9% | -0.1% |
| 6M | +155.0% | -23.4% | +178.4% | +170.0% |
| YTD | +349.7% | -28.3% | +378.0% | +391.1% |
| 1Y | +260.4% | -7.0% | +267.5% | +254.2% |
| 3Y | +83.6% | +37.6% | +46.0% | +40.4% |
| 5Y | +917.8% | +53.4% | +864.4% | +491.2% |
| All | +917.8% | +51.6% | +866.2% | +491.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling