-13.5%
IP vs AEHR
+184.0%
-197.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +10.4% | -11.8% | -2.0% |
| 7D | -2.8% | +8.1% | -10.9% | -3.4% |
| 30D | +9.2% | -15.9% | +25.1% | +9.7% |
| 3M | -16.1% | -43.9% | +27.7% | -14.1% |
| 6M | +9.6% | -37.1% | +46.7% | +9.3% |
| YTD | -8.8% | +225.8% | -234.6% | -21.5% |
| 1Y | -5.5% | +184.0% | -189.5% | -17.9% |
| 3Y | +19.6% | +168.5% | -148.9% | -2.2% |
| 5Y | -13.5% | +186.2% | -199.7% | -38.3% |
| All | -13.5% | +184.0% | -197.5% | -38.3% |
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 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