+96.4%
AEHR vs ZBRA
+35.9%
+60.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.5% |
| 7D | +9.8% | -3.4% | +13.2% | +12.4% |
| 30D | -26.7% | -7.4% | -19.3% | -22.3% |
| 3M | -8.1% | +57.5% | -65.6% | -37.0% |
| 6M | +123.1% | +64.0% | +59.1% | +48.7% |
| YTD | +369.0% | +44.3% | +324.7% | +229.5% |
| 1Y | +256.4% | +10.9% | +245.5% | +215.0% |
| 3Y | +96.4% | +37.5% | +58.8% | +45.3% |
| All | +96.4% | +35.9% | +60.5% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling