+66.3%
IBIT vs AEHR
+409.9%
-343.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.3% | -5.5% | -0.7% |
| 7D | +1.1% | +19.1% | -18.0% | -0.6% |
| 30D | +22.2% | -10.0% | +32.3% | +22.4% |
| 3M | +26.0% | +1.3% | +24.7% | +22.5% |
| 6M | +13.2% | +133.8% | -120.6% | -1.6% |
| YTD | -10.8% | +373.3% | -384.1% | -28.5% |
| 1Y | -29.9% | +256.2% | -286.1% | -42.8% |
| All | +66.3% | +409.9% | -343.6% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling