+738.6%
IVV vs AEHR
+679.2%
+59.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.0% | -8.6% | -0.1% |
| 7D | -2.7% | -2.4% | -0.3% | -2.8% |
| 30D | -5.4% | -40.1% | +34.7% | -3.4% |
| 3M | -4.1% | -46.3% | +42.2% | -2.0% |
| 6M | +0.7% | -44.6% | +45.4% | +1.4% |
| YTD | +8.7% | +165.3% | -156.6% | +0.2% |
| 1Y | +11.0% | +126.1% | -115.2% | +2.9% |
| 3Y | +75.4% | +132.2% | -56.8% | +56.3% |
| 5Y | +68.3% | +108.3% | -39.9% | +45.2% |
| 10Y | +315.5% | +1,538.2% | -1,222.7% | +206.1% |
| All | +738.6% | +679.2% | +59.4% | +402.8% |
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