+149.5%
NTAP vs AEHR
+136.3%
+13.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.7% | +4.1% | -1.9% |
| 7D | +7.2% | +6.4% | +0.8% | +6.4% |
| 30D | -18.4% | -20.3% | +1.9% | -17.1% |
| 3M | -11.3% | -53.8% | +42.5% | -6.1% |
| 6M | +53.8% | -44.8% | +98.6% | +56.6% |
| YTD | +72.0% | +182.2% | -110.3% | +43.8% |
| 1Y | +68.0% | +174.7% | -106.7% | +40.6% |
| 3Y | +149.5% | +143.5% | +6.0% | +88.2% |
| All | +149.5% | +136.3% | +13.1% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling