+793.1%
AEHR vs Z
-65.8%
+858.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.6% |
| 7D | +19.1% | -7.1% | +26.1% | +22.7% |
| 30D | -10.0% | -4.8% | -5.2% | -10.0% |
| 3M | +1.3% | -9.3% | +10.7% | +1.8% |
| 6M | +133.8% | -29.0% | +162.7% | +167.3% |
| YTD | +373.3% | -52.9% | +426.2% | +552.8% |
| 1Y | +256.2% | -63.1% | +319.3% | +458.5% |
| 3Y | +93.2% | -36.9% | +130.1% | +112.7% |
| 5Y | +793.1% | -65.5% | +858.6% | +895.7% |
| All | +793.1% | -65.8% | +858.8% | +895.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling