+228.1%
AEHR vs Z
-58.8%
+286.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.1% | +15.2% | +13.0% |
| 7D | +6.7% | -3.0% | +9.7% | +6.6% |
| 30D | -12.7% | -4.2% | -8.5% | -12.4% |
| 3M | -26.0% | -3.7% | -22.3% | -24.6% |
| 6M | +102.2% | -24.5% | +126.7% | +108.6% |
| YTD | +327.2% | -49.3% | +376.5% | +338.2% |
| 1Y | +228.1% | -58.7% | +286.8% | +204.7% |
| All | +228.1% | -58.8% | +286.9% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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