+17.4%
IJH vs AEHR
+147.2%
-129.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.6% | +7.2% | +1.1% |
| 7D | +1.7% | -5.7% | +7.4% | +1.9% |
| 30D | +1.2% | -41.7% | +43.0% | +4.6% |
| 3M | -3.4% | -44.6% | +41.2% | -0.5% |
| 6M | +3.7% | -28.9% | +32.6% | +2.6% |
| YTD | +13.9% | +201.3% | -187.4% | -4.9% |
| 1Y | +17.4% | +145.3% | -127.9% | +1.0% |
| All | +17.4% | +147.2% | -129.8% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling