+712.1%
AEHR vs IQV
-0.1%
+712.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -0.2% |
| 7D | +9.8% | -2.2% | +12.0% | +11.2% |
| 30D | -26.7% | +8.3% | -35.0% | -31.2% |
| 3M | -8.1% | +44.6% | -52.7% | -35.1% |
| 6M | +123.1% | +52.6% | +70.5% | +44.4% |
| YTD | +369.0% | +16.1% | +352.9% | +278.6% |
| 1Y | +256.4% | +37.3% | +219.1% | +143.0% |
| 3Y | +96.4% | +21.6% | +74.8% | +46.9% |
| All | +712.1% | -0.1% | +712.2% | +719.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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