+22.9%
IWM vs AEHR
+242.2%
-219.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.8% |
| 7D | -2.5% | +23.0% | -25.5% | -4.5% |
| 30D | -4.4% | -19.9% | +15.5% | -2.9% |
| 3M | +2.2% | +0.5% | +1.7% | -0.4% |
| 6M | +14.0% | +123.6% | -109.5% | -1.0% |
| YTD | +17.4% | +364.6% | -347.3% | -8.7% |
| 1Y | +22.9% | +255.3% | -232.4% | -2.2% |
| All | +22.9% | +242.2% | -219.3% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling