+96.4%
AEHR vs AZO
+10.0%
+86.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +9.8% | -3.6% | +13.3% | +9.7% |
| 30D | -26.7% | -5.6% | -21.2% | -26.7% |
| 3M | -8.1% | -6.6% | -1.4% | -8.2% |
| 6M | +123.1% | -22.5% | +145.6% | +129.9% |
| YTD | +369.0% | -15.2% | +384.2% | +382.9% |
| 1Y | +256.4% | -33.9% | +290.3% | +271.5% |
| 3Y | +96.4% | +11.8% | +84.6% | +94.1% |
| All | +96.4% | +10.0% | +86.3% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling