+21.2%
IGV vs AEHR
+775.9%
-754.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -5.4% | +23.0% | -28.4% | -7.3% |
| 30D | -2.6% | -19.9% | +17.3% | -1.3% |
| 3M | +10.5% | +0.5% | +10.0% | +7.5% |
| 6M | +18.2% | +123.6% | -105.4% | +2.4% |
| YTD | -4.2% | +364.6% | -368.9% | -25.3% |
| 1Y | -9.8% | +255.3% | -265.2% | -28.4% |
| 3Y | +39.1% | +89.7% | -50.6% | +9.7% |
| 5Y | +21.2% | +827.9% | -806.7% | -32.3% |
| All | +21.2% | +775.9% | -754.7% | -32.3% |
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