+953.6%
IGV vs AEHR
+1,852.5%
-898.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.1% | -2.1% |
| 7D | -3.3% | +18.5% | -21.9% | -4.4% |
| 30D | 0.0% | -11.9% | +11.9% | +0.2% |
| 3M | +7.3% | -5.0% | +12.4% | +6.0% |
| 6M | +16.7% | +155.0% | -138.2% | +6.7% |
| YTD | -2.8% | +349.7% | -352.5% | -15.0% |
| 1Y | -6.7% | +260.4% | -267.1% | -17.8% |
| 3Y | +41.1% | +83.6% | -42.5% | +23.3% |
| 5Y | +22.0% | +917.8% | -895.8% | -7.0% |
| 10Y | +357.9% | +3,517.1% | -3,159.2% | +203.1% |
| All | +953.6% | +1,852.5% | -898.9% | +475.5% |
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 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