+12.2%
IOT vs AEHR
+255.0%
-242.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +13.1% | -9.4% | +4.2% |
| 7D | -2.3% | +6.7% | -9.1% | -2.1% |
| 30D | +3.8% | -12.7% | +16.5% | +3.3% |
| 3M | +14.2% | -26.0% | +40.2% | +15.3% |
| 6M | +40.1% | +102.2% | -62.1% | +36.6% |
| YTD | +13.4% | +327.2% | -313.8% | -0.4% |
| 1Y | +12.2% | +228.1% | -215.9% | +4.0% |
| All | +12.2% | +255.0% | -242.8% | +4.0% |
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