+3,912.3%
AEHR vs AZO
+296.8%
+3,615.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +9.8% | -3.6% | +13.3% | +10.8% |
| 30D | -26.7% | -5.6% | -21.2% | -25.7% |
| 3M | -8.1% | -6.6% | -1.4% | -7.6% |
| 6M | +123.1% | -22.5% | +145.6% | +138.2% |
| YTD | +369.0% | -15.2% | +384.2% | +387.4% |
| 1Y | +256.4% | -33.9% | +290.3% | +298.2% |
| 3Y | +96.4% | +11.8% | +84.6% | +79.4% |
| 5Y | +836.6% | +85.5% | +751.1% | +624.7% |
| All | +3,912.3% | +296.8% | +3,615.5% | +2,472.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling