+9,088.4%
NTAP vs AEHR
+286.3%
+8,802.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.7% | +4.1% | -2.0% |
| 7D | +7.2% | +6.4% | +0.8% | +6.6% |
| 30D | -18.4% | -20.3% | +1.9% | -17.3% |
| 3M | -11.3% | -53.8% | +42.5% | -7.0% |
| 6M | +53.8% | -44.8% | +98.6% | +56.0% |
| YTD | +72.0% | +182.2% | -110.3% | +51.5% |
| 1Y | +68.0% | +174.7% | -106.7% | +48.1% |
| 3Y | +149.5% | +143.5% | +6.0% | +109.6% |
| 5Y | +125.6% | +129.9% | -4.3% | +80.6% |
| 10Y | +583.1% | +1,786.8% | -1,203.6% | +325.6% |
| All | +9,088.4% | +286.3% | +8,802.1% | +4,081.6% |
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