+209.4%
IEFA vs AEHR
+8,920.2%
-8,710.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | -2.4% | +23.0% | -25.4% | -3.3% |
| 30D | -2.1% | -19.9% | +17.8% | -1.4% |
| 3M | +5.5% | +0.5% | +5.0% | +4.4% |
| 6M | +8.1% | +123.6% | -115.4% | +2.4% |
| YTD | +11.9% | +364.6% | -352.7% | +2.2% |
| 1Y | +18.1% | +255.3% | -237.3% | +8.5% |
| 3Y | +65.5% | +89.7% | -24.2% | +50.5% |
| 5Y | +50.1% | +827.9% | -777.8% | +25.4% |
| 10Y | +144.2% | +3,682.7% | -3,538.4% | +86.2% |
| All | +209.4% | +8,920.2% | -8,710.8% | +130.1% |
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