+1,464.0%
NRG vs AEHR
+2,305.4%
-841.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -3.1% |
| 7D | -0.2% | +23.0% | -23.2% | -1.4% |
| 30D | -6.8% | -19.9% | +13.1% | -5.8% |
| 3M | -7.1% | +0.5% | -7.7% | -8.6% |
| 6M | -27.6% | +123.6% | -151.1% | -32.7% |
| YTD | -29.2% | +364.6% | -393.8% | -37.3% |
| 1Y | -29.9% | +255.3% | -285.2% | -37.3% |
| 3Y | +198.7% | +89.7% | +109.0% | +164.1% |
| 5Y | +192.9% | +827.9% | -635.0% | +129.0% |
| 10Y | +1,084.1% | +3,682.7% | -2,598.5% | +688.7% |
| All | +1,464.0% | +2,305.4% | -841.4% | +789.6% |
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