+9,460.0%
NTAP vs AEHR
+515.5%
+8,944.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.3% | -3.3% | +1.5% |
| 7D | +3.3% | +18.5% | -15.3% | +1.9% |
| 30D | -0.2% | -11.9% | +11.7% | +0.3% |
| 3M | +11.4% | -5.0% | +16.4% | +9.8% |
| 6M | +88.7% | +155.0% | -66.3% | +70.2% |
| YTD | +78.9% | +349.7% | -270.8% | +53.2% |
| 1Y | +58.8% | +260.4% | -201.6% | +37.1% |
| 3Y | +153.5% | +83.6% | +69.9% | +117.2% |
| 5Y | +136.7% | +917.8% | -781.1% | +70.8% |
| 10Y | +590.2% | +3,517.1% | -2,926.9% | +311.1% |
| All | +9,460.0% | +515.5% | +8,944.5% | +4,128.5% |
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