+793.1%
AEHR vs IOVA
-64.1%
+857.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.4% | +6.0% |
| 7D | +19.1% | -2.2% | +21.3% | +19.7% |
| 30D | -10.0% | +31.7% | -41.7% | -16.5% |
| 3M | +1.3% | +117.3% | -115.9% | -18.4% |
| 6M | +133.8% | +55.8% | +77.9% | +101.5% |
| YTD | +373.3% | +208.8% | +164.5% | +244.0% |
| 1Y | +256.2% | +255.7% | +0.5% | +145.0% |
| 3Y | +93.2% | +41.7% | +51.6% | +36.1% |
| 5Y | +793.1% | -64.9% | +858.0% | +587.5% |
| All | +793.1% | -64.1% | +857.2% | +587.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling