+503.6%
IBKR vs AEHR
+817.5%
-313.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +2.1% |
| 7D | -1.3% | +9.8% | -11.1% | -2.4% |
| 30D | -0.2% | -26.7% | +26.5% | +2.6% |
| 3M | +3.0% | -8.1% | +11.0% | +1.4% |
| 6M | +33.9% | +123.1% | -89.2% | +17.3% |
| YTD | +42.5% | +369.0% | -326.5% | +14.2% |
| 1Y | +44.9% | +256.4% | -211.5% | +18.3% |
| 3Y | +293.0% | +96.4% | +196.6% | +213.4% |
| All | +503.6% | +817.5% | -313.9% | +278.3% |
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