+3,893.5%
AEHR vs Z
+25.1%
+3,868.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.1% | +15.2% | +13.8% |
| 7D | +6.7% | -3.0% | +9.7% | +7.7% |
| 30D | -12.7% | -4.2% | -8.5% | -12.6% |
| 3M | -26.0% | -3.7% | -22.3% | -26.9% |
| 6M | +102.2% | -24.5% | +126.7% | +117.9% |
| YTD | +327.2% | -49.3% | +376.5% | +419.6% |
| 1Y | +228.1% | -58.7% | +286.8% | +326.6% |
| 3Y | +67.0% | -34.1% | +101.2% | +81.7% |
| 5Y | +928.1% | -64.5% | +992.7% | +1,137.1% |
| 10Y | +3,269.5% | -0.5% | +3,270.0% | +2,661.3% |
| All | +3,893.5% | +25.1% | +3,868.4% | +2,660.5% |
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 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