+24.4%
IOT vs AEHR
+88.1%
-63.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -4.5% | +9.8% | -14.3% | -5.0% |
| 30D | -2.4% | -26.7% | +24.3% | -1.3% |
| 3M | +19.0% | -8.1% | +27.1% | +17.8% |
| 6M | +19.6% | +123.1% | -103.4% | +5.8% |
| YTD | +8.3% | +369.0% | -360.7% | -14.7% |
| 1Y | -0.8% | +256.4% | -257.2% | -20.0% |
| 3Y | +24.4% | +96.4% | -72.0% | +3.6% |
| All | +24.4% | +88.1% | -63.7% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling