+67.9%
NI vs AEHR
+88.1%
-20.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | 0.0% |
| 7D | 0.0% | +9.8% | -9.7% | 0.0% |
| 30D | -1.4% | -26.7% | +25.3% | -1.2% |
| 3M | -10.6% | -8.1% | -2.5% | -10.6% |
| 6M | -9.3% | +123.1% | -132.4% | -10.4% |
| YTD | +1.1% | +369.0% | -367.9% | -0.8% |
| 1Y | +3.4% | +256.4% | -253.0% | +1.5% |
| 3Y | +67.9% | +96.4% | -28.5% | +48.9% |
| All | +67.9% | +88.1% | -20.2% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling