+115.1%
NOK vs AEHR
+817.5%
-702.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.7% |
| 7D | +11.0% | +9.8% | +1.2% | +9.7% |
| 30D | +7.8% | -26.7% | +34.6% | +11.5% |
| 3M | -21.0% | -8.1% | -12.9% | -21.6% |
| 6M | +40.9% | +123.1% | -82.2% | +27.7% |
| YTD | +72.0% | +369.0% | -297.0% | +45.1% |
| 1Y | +140.9% | +256.4% | -115.5% | +105.8% |
| 3Y | +194.3% | +96.4% | +97.9% | +148.5% |
| All | +115.1% | +817.5% | -702.4% | +40.9% |
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 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