+808.3%
IWM vs AEHR
+1,337.7%
-529.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -0.6% |
| 7D | +0.1% | +6.7% | -6.7% | -0.4% |
| 30D | -1.3% | -12.7% | +11.4% | -0.8% |
| 3M | +1.6% | -26.0% | +27.6% | +2.0% |
| 6M | +13.6% | +102.2% | -88.6% | +5.2% |
| YTD | +20.8% | +327.2% | -306.5% | +5.6% |
| 1Y | +26.4% | +228.1% | -201.7% | +11.8% |
| 3Y | +60.7% | +67.0% | -6.4% | +41.0% |
| 5Y | +38.2% | +928.1% | -889.9% | +4.2% |
| 10Y | +169.5% | +3,269.5% | -3,100.1% | +74.6% |
| All | +808.3% | +1,337.7% | -529.4% | +353.6% |
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