-12.4%
IP vs AEHR
+107.1%
-119.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.0% | -8.1% | +0.3% |
| 7D | -5.1% | -2.4% | -2.7% | -5.3% |
| 30D | +8.5% | -40.1% | +48.6% | +11.3% |
| 3M | -13.8% | -46.3% | +32.5% | -11.6% |
| 6M | +5.7% | -44.6% | +50.4% | +6.2% |
| YTD | -9.1% | +165.3% | -174.4% | -20.7% |
| 1Y | -0.8% | +126.1% | -126.9% | -12.5% |
| 3Y | +14.8% | +132.2% | -117.4% | -5.3% |
| All | -12.4% | +107.1% | -119.4% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling