+98.2%
AEHR vs IRM
+102.2%
-4.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +6.0% |
| 7D | +19.1% | +3.0% | +16.1% | +15.3% |
| 30D | -10.0% | -5.2% | -4.8% | -3.7% |
| 3M | +1.3% | -8.0% | +9.4% | +12.1% |
| 6M | +133.8% | +9.2% | +124.6% | +129.3% |
| YTD | +373.3% | +41.0% | +332.3% | +283.4% |
| 1Y | +256.2% | +23.3% | +232.9% | +221.4% |
| All | +98.2% | +102.2% | -4.1% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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