+40.9%
ICE vs AEHR
+126.8%
-85.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.0% | +0.5% |
| 7D | +3.6% | +6.4% | -2.7% | +3.5% |
| 30D | +15.1% | -20.3% | +35.4% | +15.3% |
| 3M | +15.4% | -53.8% | +69.2% | +16.7% |
| 6M | +16.1% | -44.8% | +60.9% | +16.1% |
| YTD | +11.4% | +182.2% | -170.9% | +3.1% |
| 1Y | +18.5% | +174.7% | -156.3% | +9.7% |
| 3Y | +70.5% | +143.5% | -73.0% | +52.0% |
| All | +40.9% | +126.8% | -85.9% | +16.5% |
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