+38.0%
IGV vs AEHR
+86.3%
-48.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | -5.4% | +23.0% | -28.4% | -6.5% |
| 30D | -2.6% | -19.9% | +17.3% | -1.8% |
| 3M | +10.5% | +0.5% | +10.0% | +8.7% |
| 6M | +18.2% | +123.6% | -105.4% | +7.6% |
| YTD | -4.2% | +364.6% | -368.9% | -18.9% |
| 1Y | -9.8% | +255.3% | -265.2% | -22.6% |
| All | +38.0% | +86.3% | -48.3% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling