+547.9%
AEHR vs ZBRA
+2,598.7%
-2,050.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.4% | +6.0% |
| 7D | +19.1% | -1.8% | +20.9% | +19.7% |
| 30D | -10.0% | -8.8% | -1.2% | -7.2% |
| 3M | +1.3% | +47.2% | -45.9% | -10.8% |
| 6M | +133.8% | +61.3% | +72.5% | +101.5% |
| YTD | +373.3% | +42.0% | +331.3% | +319.0% |
| 1Y | +256.2% | +10.5% | +245.7% | +242.3% |
| 3Y | +93.2% | +34.5% | +58.7% | +78.2% |
| 5Y | +793.1% | -40.3% | +833.4% | +909.2% |
| 10Y | +3,753.2% | +421.5% | +3,331.7% | +2,669.3% |
| All | +547.9% | +2,598.7% | -2,050.8% | +207.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling