+256.4%
AEHR vs Z
-62.2%
+318.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | +1.1% |
| 7D | +9.8% | -6.0% | +15.8% | +9.5% |
| 30D | -26.7% | -2.3% | -24.4% | -27.1% |
| 3M | -8.1% | -0.6% | -7.5% | -8.0% |
| 6M | +123.1% | -27.6% | +150.7% | +132.0% |
| YTD | +369.0% | -52.4% | +421.4% | +391.7% |
| 1Y | +256.4% | -63.6% | +320.0% | +216.5% |
| All | +256.4% | -62.2% | +318.6% | +216.5% |
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