+753.8%
IWM vs AEHR
+849.7%
-95.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.3% | +0.1% |
| 7D | +1.4% | +6.4% | -5.0% | +0.9% |
| 30D | +2.3% | -20.3% | +22.6% | +3.2% |
| 3M | -8.3% | -53.8% | +45.5% | -4.6% |
| 6M | -1.3% | -44.8% | +43.5% | -0.3% |
| YTD | +13.5% | +182.2% | -168.7% | +1.2% |
| 1Y | +18.4% | +174.7% | -156.3% | +5.6% |
| 3Y | +69.6% | +143.5% | -73.9% | +45.2% |
| 5Y | +23.3% | +129.9% | -106.6% | +1.1% |
| 10Y | +147.0% | +1,786.8% | -1,639.8% | +65.0% |
| All | +753.8% | +849.7% | -95.8% | +334.5% |
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