+145.3%
AEHR vs Z
-54.2%
+199.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +9.4% | -16.0% | -5.0% |
| 7D | -5.7% | +10.2% | -15.9% | -4.1% |
| 30D | -41.7% | +23.7% | -65.4% | -40.4% |
| 3M | -44.6% | -6.6% | -38.1% | -43.3% |
| 6M | -28.9% | -23.0% | -5.9% | -22.7% |
| YTD | +201.3% | -50.3% | +251.6% | +249.6% |
| 1Y | +145.3% | -53.6% | +198.9% | +205.8% |
| All | +145.3% | -54.2% | +199.5% | +205.8% |
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