+827.9%
AEHR vs IRM
+186.9%
+641.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | +0.1% |
| 7D | +23.0% | -1.8% | +24.8% | +25.3% |
| 30D | -19.9% | -7.8% | -12.2% | -12.6% |
| 3M | +0.5% | -7.9% | +8.4% | +10.5% |
| 6M | +123.6% | +6.3% | +117.2% | +124.4% |
| YTD | +364.6% | +38.2% | +326.5% | +278.7% |
| 1Y | +255.3% | +19.8% | +235.5% | +226.7% |
| 3Y | +89.7% | +98.8% | -9.1% | +4.6% |
| 5Y | +827.9% | +191.8% | +636.1% | +273.1% |
| All | +827.9% | +186.9% | +641.0% | +273.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling