+228.1%
AEHR vs ITOT
+20.8%
+207.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.3% | +13.4% | +14.8% |
| 7D | +6.7% | +0.1% | +6.6% | +5.5% |
| 30D | -12.7% | 0.0% | -12.7% | -13.4% |
| 3M | -26.0% | +2.0% | -28.0% | -29.5% |
| 6M | +102.2% | +13.0% | +89.2% | +16.1% |
| YTD | +327.2% | +14.0% | +313.3% | +143.5% |
| 1Y | +228.1% | +19.9% | +208.2% | +52.9% |
| All | +228.1% | +20.8% | +207.3% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling