+24.2%
IJR vs AEHR
+147.2%
-123.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.6% | +7.9% | +1.7% |
| 7D | +2.3% | -5.7% | +8.0% | +2.4% |
| 30D | +2.8% | -41.7% | +44.5% | +6.1% |
| 3M | -4.6% | -44.6% | +40.0% | -1.8% |
| 6M | +5.7% | -28.9% | +34.6% | +4.6% |
| YTD | +19.9% | +201.3% | -181.4% | +0.2% |
| 1Y | +24.2% | +145.3% | -121.2% | +7.3% |
| All | +24.2% | +147.2% | -123.1% | +7.3% |
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 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