+2,725.9%
AEHR vs Z
+4.2%
+2,721.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.3% | -4.9% | -6.5% |
| 7D | +24.2% | -4.9% | +29.1% | +26.3% |
| 30D | -21.2% | +3.0% | -24.2% | -23.2% |
| 3M | -52.8% | -13.4% | -39.4% | -52.1% |
| 6M | -36.9% | -27.3% | -9.6% | -32.9% |
| YTD | +202.3% | -57.8% | +260.1% | +282.8% |
| 1Y | +162.9% | -60.0% | +222.9% | +240.5% |
| 3Y | +149.1% | -21.5% | +170.7% | +150.3% |
| 5Y | +146.2% | -55.0% | +201.2% | +187.4% |
| 10Y | +1,921.2% | -18.8% | +1,940.0% | +1,650.4% |
| All | +2,725.9% | +4.2% | +2,721.8% | +1,933.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling