+851.9%
IAU vs AEHR
+2,859.3%
-2,007.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.7% |
| 7D | -3.4% | +23.0% | -26.4% | -3.6% |
| 30D | -1.1% | -19.9% | +18.8% | -1.0% |
| 3M | +5.8% | +0.5% | +5.3% | +5.6% |
| 6M | -16.9% | +123.6% | -140.5% | -17.7% |
| YTD | +0.1% | +364.6% | -364.5% | -1.3% |
| 1Y | +18.4% | +255.3% | -236.9% | +16.8% |
| 3Y | +123.6% | +89.7% | +33.9% | +120.1% |
| 5Y | +138.7% | +827.9% | -689.1% | +133.6% |
| 10Y | +217.2% | +3,682.7% | -3,465.4% | +207.8% |
| All | +851.9% | +2,859.3% | -2,007.4% | +818.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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