+1,831.5%
AEHR vs IOVA
+0.8%
+1,830.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.4% | -7.0% |
| 7D | +6.4% | -3.5% | +9.8% | +7.2% |
| 30D | -20.3% | -45.4% | +25.1% | -10.7% |
| 3M | -53.8% | +19.0% | -72.8% | -56.2% |
| 6M | -44.8% | +112.0% | -156.8% | -54.0% |
| YTD | +182.2% | +184.2% | -2.0% | +120.1% |
| 1Y | +174.7% | +222.0% | -47.3% | +108.5% |
| 3Y | +143.5% | +92.6% | +50.9% | +79.2% |
| 5Y | +129.9% | -63.2% | +193.0% | +98.0% |
| All | +1,831.5% | +0.8% | +1,830.7% | +1,293.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling