+145.3%
AEHR vs IOVA
+362.8%
-217.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.5% | -5.1% | -6.2% |
| 7D | -5.7% | -41.3% | +35.5% | +5.3% |
| 30D | -41.7% | -38.5% | -3.2% | -35.4% |
| 3M | -44.6% | +99.5% | -144.2% | -55.8% |
| 6M | -28.9% | +126.0% | -154.9% | -44.5% |
| YTD | +201.3% | +218.7% | -17.3% | +120.9% |
| 1Y | +145.3% | +378.0% | -232.7% | +90.0% |
| All | +145.3% | +362.8% | -217.4% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling