+1,972.6%
NOW vs AEHR
+4,726.1%
-2,753.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.0% | -9.4% | -0.9% |
| 7D | -3.0% | -2.4% | -0.6% | -3.1% |
| 30D | -26.0% | -40.1% | +14.0% | -24.3% |
| 3M | -13.1% | -46.3% | +33.2% | -11.2% |
| 6M | +14.5% | -44.6% | +59.1% | +14.2% |
| YTD | -33.4% | +165.3% | -198.8% | -42.1% |
| 1Y | -40.6% | +126.1% | -166.8% | -47.8% |
| 3Y | -16.3% | +132.2% | -148.5% | -31.3% |
| 5Y | -26.3% | +108.3% | -134.6% | -42.8% |
| 10Y | +512.7% | +1,538.2% | -1,025.5% | +296.2% |
| All | +1,972.6% | +4,726.1% | -2,753.6% | +1,188.7% |
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