+345.8%
NOK vs AEHR
+547.9%
-202.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.2% | +0.6% |
| 7D | +9.3% | +19.1% | -9.7% | +7.9% |
| 30D | +17.9% | -10.0% | +27.9% | +18.5% |
| 3M | -22.3% | +1.3% | -23.6% | -23.1% |
| 6M | +36.4% | +133.8% | -97.4% | +26.9% |
| YTD | +66.3% | +373.3% | -307.0% | +46.7% |
| 1Y | +134.4% | +256.2% | -121.7% | +109.0% |
| 3Y | +186.6% | +93.2% | +93.3% | +152.5% |
| 5Y | +102.7% | +793.1% | -690.4% | +53.7% |
| 10Y | +129.8% | +3,753.2% | -3,623.4% | +41.6% |
| All | +345.8% | +547.9% | -202.0% | +86.5% |
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 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