+1,065.2%
NRG vs AEHR
+3,845.4%
-2,780.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.6% |
| 7D | -4.7% | +9.8% | -14.4% | -5.3% |
| 30D | -6.0% | -26.7% | +20.8% | -4.2% |
| 3M | -8.0% | -8.1% | +0.1% | -9.0% |
| 6M | -23.2% | +123.1% | -146.2% | -29.3% |
| YTD | -28.1% | +369.0% | -397.0% | -37.3% |
| 1Y | -27.3% | +256.4% | -283.6% | -35.9% |
| 3Y | +208.7% | +96.4% | +112.3% | +166.4% |
| 5Y | +197.7% | +836.6% | -638.9% | +129.5% |
| All | +1,065.2% | +3,845.4% | -2,780.3% | +662.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling