+32.6%
NET vs AEHR
+143.1%
-110.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.6% | +4.0% | -1.3% |
| 7D | -16.4% | -5.7% | -10.6% | -15.8% |
| 30D | -25.8% | -41.7% | +15.9% | -18.4% |
| 3M | -11.5% | -44.6% | +33.1% | -3.7% |
| 6M | +18.9% | -28.9% | +47.9% | +14.9% |
| YTD | +35.2% | +201.3% | -166.1% | -14.5% |
| 1Y | +14.5% | +145.3% | -130.9% | -24.2% |
| 3Y | +313.8% | +148.3% | +165.5% | +119.6% |
| 5Y | +32.6% | +137.1% | -104.5% | -59.2% |
| All | +32.6% | +143.1% | -110.5% | -59.2% |
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 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