+1,548.1%
NI vs AEHR
+536.0%
+1,012.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.6% |
| 7D | -0.6% | +23.0% | -23.6% | -1.0% |
| 30D | -1.4% | -19.9% | +18.5% | -1.1% |
| 3M | -10.6% | +0.5% | -11.1% | -11.1% |
| 6M | -9.9% | +123.6% | -133.5% | -12.3% |
| YTD | +1.2% | +364.6% | -363.5% | -3.4% |
| 1Y | +4.4% | +255.3% | -250.9% | 0.0% |
| 3Y | +68.6% | +89.7% | -21.1% | +60.8% |
| 5Y | +98.0% | +827.9% | -729.9% | +77.6% |
| 10Y | +143.6% | +3,682.7% | -3,539.0% | +100.8% |
| All | +1,548.1% | +536.0% | +1,012.1% | +1,128.2% |
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 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