+81.3%
IP vs AEHR
+263.2%
-181.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.0% | -8.1% | +0.4% |
| 7D | -5.1% | -2.4% | -2.7% | -5.3% |
| 30D | +8.5% | -40.1% | +48.6% | +10.7% |
| 3M | -13.8% | -46.3% | +32.5% | -12.0% |
| 6M | +5.7% | -44.6% | +50.4% | +6.2% |
| YTD | -9.1% | +165.3% | -174.4% | -17.0% |
| 1Y | -0.8% | +126.1% | -126.9% | -8.8% |
| 3Y | +14.8% | +132.2% | -117.4% | +1.2% |
| 5Y | -11.5% | +108.3% | -119.8% | -24.7% |
| 10Y | +27.9% | +1,538.2% | -1,510.3% | -9.6% |
| All | +81.3% | +263.2% | -181.8% | -1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling