+143.5%
AEHR vs IOVA
+99.0%
+44.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.4% | -7.1% |
| 7D | +6.4% | -3.5% | +9.8% | +7.4% |
| 30D | -20.3% | -45.4% | +25.1% | -8.2% |
| 3M | -53.8% | +19.0% | -72.8% | -57.0% |
| 6M | -44.8% | +112.0% | -156.8% | -56.3% |
| YTD | +182.2% | +184.2% | -2.0% | +104.8% |
| 1Y | +174.7% | +222.0% | -47.3% | +92.9% |
| 3Y | +143.5% | +92.6% | +50.9% | +54.9% |
| All | +143.5% | +99.0% | +44.5% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling