+174.7%
AEHR vs Z
-58.2%
+232.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.5% | -10.1% | -6.4% |
| 7D | +6.4% | +0.8% | +5.5% | +6.4% |
| 30D | -20.3% | +5.2% | -25.5% | -19.5% |
| 3M | -53.8% | -17.0% | -36.7% | -53.5% |
| 6M | -44.8% | -22.7% | -22.2% | -42.4% |
| YTD | +182.2% | -56.3% | +238.5% | +218.5% |
| 1Y | +174.7% | -57.7% | +232.4% | +216.2% |
| All | +174.7% | -58.2% | +232.9% | +216.2% |
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