+303.9%
AEHR vs IONS
+101.4%
+202.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.1% | +8.7% | +0.7% |
| 7D | -8.5% | -30.3% | +21.7% | -4.8% |
| 30D | -29.6% | -37.7% | +8.1% | -25.7% |
| 3M | -43.9% | -50.5% | +6.6% | -39.1% |
| 6M | -38.7% | -62.8% | +24.0% | -31.7% |
| YTD | +195.0% | -64.4% | +259.4% | +231.5% |
| 1Y | +142.3% | -59.5% | +201.7% | +167.8% |
| 3Y | +143.1% | -39.2% | +182.3% | +152.1% |
| 5Y | +162.7% | -15.3% | +178.0% | +161.9% |
| 10Y | +1,940.1% | -31.2% | +1,971.2% | +1,884.5% |
| All | +303.9% | +101.4% | +202.5% | +166.8% |
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