+193.5%
NRG vs AEHR
+817.5%
-624.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | -4.7% | +9.8% | -14.4% | -5.5% |
| 30D | -6.0% | -26.7% | +20.8% | -3.7% |
| 3M | -8.0% | -8.1% | +0.1% | -9.4% |
| 6M | -23.2% | +123.1% | -146.2% | -31.6% |
| YTD | -28.1% | +369.0% | -397.0% | -40.6% |
| 1Y | -27.3% | +256.4% | -283.6% | -39.0% |
| 3Y | +208.7% | +96.4% | +112.3% | +151.1% |
| All | +193.5% | +817.5% | -624.1% | +101.9% |
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