+44.7%
IBKR vs AEHR
+255.0%
-210.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.1% | -13.5% | -2.1% |
| 7D | -3.3% | +6.7% | -10.0% | -4.3% |
| 30D | +4.5% | -12.7% | +17.1% | +5.6% |
| 3M | +6.5% | -26.0% | +32.5% | +7.4% |
| 6M | +34.2% | +102.2% | -68.0% | +10.2% |
| YTD | +44.5% | +327.2% | -282.8% | +0.9% |
| 1Y | +44.7% | +228.1% | -183.4% | +4.6% |
| All | +44.7% | +255.0% | -210.3% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling