+6,800.8%
AEHR vs IOVA
-91.6%
+6,892.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.0% | +12.1% | +13.1% |
| 7D | +6.7% | +9.7% | -3.0% | +6.4% |
| 30D | -12.7% | +102.5% | -115.2% | -15.1% |
| 3M | -26.0% | +100.7% | -126.7% | -28.0% |
| 6M | +102.2% | +106.3% | -4.1% | +96.2% |
| YTD | +327.2% | +222.0% | +105.3% | +308.6% |
| 1Y | +228.1% | +299.5% | -71.4% | +210.9% |
| 3Y | +67.0% | +42.9% | +24.1% | +60.5% |
| 5Y | +928.1% | -65.0% | +993.1% | +896.7% |
| 10Y | +3,269.5% | +10.3% | +3,259.2% | +3,169.7% |
| All | +6,800.8% | -91.6% | +6,892.4% | +8,485.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling