+181.1%
AEHR vs Z
-19.0%
+200.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.7% | +8.7% | +9.9% |
| 7D | +8.1% | -13.1% | +21.2% | +13.2% |
| 30D | -15.9% | +5.9% | -21.7% | -18.6% |
| 3M | -43.9% | -13.7% | -30.2% | -43.0% |
| 6M | -37.1% | -27.1% | -10.0% | -31.9% |
| YTD | +225.8% | -56.8% | +282.6% | +339.1% |
| 1Y | +184.0% | -60.2% | +244.2% | +301.7% |
| All | +181.1% | -19.0% | +200.1% | +157.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling