+484.8%
AEHR vs IONS
+314.9%
+169.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.1% |
| 7D | +6.7% | -4.8% | +11.6% | +7.4% |
| 30D | -12.7% | +7.2% | -19.9% | -13.5% |
| 3M | -26.0% | -22.7% | -3.3% | -24.3% |
| 6M | +102.2% | -26.9% | +129.1% | +108.6% |
| YTD | +327.2% | -26.6% | +353.8% | +340.9% |
| 1Y | +228.1% | -2.1% | +230.2% | +226.3% |
| 3Y | +67.0% | +43.4% | +23.6% | +56.4% |
| 5Y | +928.1% | +47.0% | +881.1% | +854.7% |
| 10Y | +3,269.5% | +97.2% | +3,172.3% | +2,789.8% |
| All | +484.8% | +314.9% | +169.9% | +254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling