+96.4%
AEHR vs ZCMD
-100.0%
+196.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.1% | +8.0% | +1.1% |
| 7D | +9.8% | -5.4% | +15.2% | +9.9% |
| 30D | -26.7% | -24.8% | -1.9% | -26.4% |
| 3M | -8.1% | -62.8% | +54.7% | -8.8% |
| 6M | +123.1% | -99.5% | +222.6% | +145.4% |
| YTD | +369.0% | -99.8% | +468.8% | +424.6% |
| 1Y | +256.4% | -99.9% | +356.3% | +306.9% |
| 3Y | +96.4% | -100.0% | +196.4% | +120.6% |
| All | +96.4% | -100.0% | +196.4% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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