+733.9%
AEHR vs AMRZ
-20.3%
+754.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -0.9% |
| 7D | +23.0% | -8.1% | +31.1% | +30.0% |
| 30D | -19.9% | -14.8% | -5.1% | -11.0% |
| 3M | +0.5% | -19.7% | +20.3% | +15.0% |
| 6M | +123.6% | -30.8% | +154.4% | +185.1% |
| YTD | +364.6% | -24.3% | +388.9% | +458.9% |
| 1Y | +255.3% | -24.0% | +279.4% | +310.3% |
| All | +733.9% | -20.3% | +754.1% | +852.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling