+122.8%
NTAP vs AEHR
+775.9%
-653.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -1.0% | +23.0% | -24.0% | -3.1% |
| 30D | -7.5% | -19.9% | +12.5% | -5.9% |
| 3M | +14.6% | +0.5% | +14.1% | +11.7% |
| 6M | +91.0% | +123.6% | -32.6% | +66.3% |
| YTD | +73.7% | +364.6% | -290.9% | +36.5% |
| 1Y | +51.2% | +255.3% | -204.1% | +21.1% |
| 3Y | +146.1% | +89.7% | +56.4% | +92.7% |
| 5Y | +122.8% | +827.9% | -705.1% | +30.7% |
| All | +122.8% | +775.9% | -653.1% | +30.7% |
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 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