+2,023.6%
AEHR vs ZBH
+274.1%
+1,749.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.4% | +4.8% | +5.1% |
| 7D | +19.1% | -4.9% | +24.0% | +21.0% |
| 30D | -10.0% | -3.2% | -6.8% | -9.4% |
| 3M | +1.3% | +5.8% | -4.5% | -2.8% |
| 6M | +133.8% | +2.0% | +131.8% | +126.6% |
| YTD | +373.3% | +5.8% | +367.5% | +353.3% |
| 1Y | +256.2% | -7.9% | +264.1% | +254.9% |
| 3Y | +93.2% | -19.4% | +112.6% | +99.2% |
| 5Y | +793.1% | -29.5% | +822.6% | +867.3% |
| 10Y | +3,753.2% | -15.5% | +3,768.8% | +3,675.4% |
| All | +2,023.6% | +274.1% | +1,749.4% | +1,571.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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