+228.1%
AEHR vs AMRZ
-14.5%
+242.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.4% | +13.5% | +13.4% |
| 7D | +6.7% | -1.9% | +8.6% | +8.3% |
| 30D | -12.7% | -16.9% | +4.3% | +0.6% |
| 3M | -26.0% | -19.2% | -6.8% | -13.5% |
| 6M | +102.2% | -29.3% | +131.5% | +162.1% |
| YTD | +327.2% | -18.0% | +345.2% | +385.1% |
| 1Y | +228.1% | -15.1% | +243.2% | +240.2% |
| All | +228.1% | -14.5% | +242.6% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling