+17.6%
IP vs AEHR
+1,768.2%
-1,750.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.7% | +8.1% | +1.8% |
| 7D | -0.3% | +6.4% | -6.7% | -0.7% |
| 30D | +7.9% | -20.3% | +28.2% | +8.6% |
| 3M | -15.3% | -53.8% | +38.5% | -12.7% |
| 6M | +10.5% | -44.8% | +55.3% | +11.1% |
| YTD | -9.4% | +182.2% | -191.6% | -18.7% |
| 1Y | -4.6% | +174.7% | -179.4% | -14.3% |
| 3Y | +21.2% | +143.5% | -122.3% | +4.5% |
| 5Y | -13.3% | +129.9% | -143.2% | -28.4% |
| All | +17.6% | +1,768.2% | -1,750.6% | -21.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling