-41.4%
NCLH vs AEHR
+817.5%
-859.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -4.8% | +9.8% | -14.6% | -6.3% |
| 30D | -21.7% | -26.7% | +5.1% | -18.4% |
| 3M | -22.2% | -8.1% | -14.2% | -24.8% |
| 6M | -27.5% | +123.1% | -150.6% | -42.2% |
| YTD | -33.6% | +369.0% | -402.6% | -55.6% |
| 1Y | -45.0% | +256.4% | -301.4% | -62.1% |
| 3Y | -11.0% | +96.4% | -107.4% | -40.1% |
| All | -41.4% | +817.5% | -859.0% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling