+79.8%
IP vs AEHR
+233.3%
-153.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -19.2% | +15.2% | -3.0% |
| 7D | -5.0% | -19.7% | +14.7% | -4.3% |
| 30D | +6.5% | -46.6% | +53.2% | +9.3% |
| 3M | -18.0% | -50.2% | +32.2% | -16.0% |
| 6M | +10.3% | -46.1% | +56.4% | +11.0% |
| YTD | -9.9% | +143.5% | -153.4% | -17.4% |
| 1Y | -1.1% | +91.1% | -92.1% | -8.2% |
| 3Y | +13.0% | +100.7% | -87.6% | +0.4% |
| 5Y | -12.3% | +91.1% | -103.4% | -25.0% |
| 10Y | +26.8% | +1,403.4% | -1,376.5% | -10.0% |
| All | +79.8% | +233.3% | -153.5% | -1.7% |
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