+3,912.3%
AEHR vs ZBRA
+435.2%
+3,477.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.1% |
| 7D | +9.8% | -3.4% | +13.2% | +11.7% |
| 30D | -26.7% | -7.4% | -19.3% | -23.4% |
| 3M | -8.1% | +57.5% | -65.6% | -29.9% |
| 6M | +123.1% | +64.0% | +59.1% | +67.7% |
| YTD | +369.0% | +44.3% | +324.7% | +268.6% |
| 1Y | +256.4% | +10.9% | +245.5% | +226.8% |
| 3Y | +96.4% | +37.5% | +58.8% | +62.2% |
| 5Y | +836.6% | -39.7% | +876.3% | +958.7% |
| All | +3,912.3% | +435.2% | +3,477.0% | +3,536.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling