+474.7%
VZ vs AEHR
+484.8%
-10.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -1.1% |
| 7D | +0.1% | +6.7% | -6.7% | 0.0% |
| 30D | +7.9% | -12.7% | +20.6% | +8.0% |
| 3M | +13.6% | -26.0% | +39.7% | +13.7% |
| 6M | +1.1% | +102.2% | -101.1% | -0.7% |
| YTD | +29.3% | +327.2% | -298.0% | +25.2% |
| 1Y | +21.2% | +228.1% | -206.9% | +17.7% |
| 3Y | +75.9% | +67.0% | +8.9% | +70.6% |
| 5Y | +24.1% | +928.1% | -904.0% | +13.8% |
| 10Y | +62.4% | +3,269.5% | -3,207.1% | +39.1% |
| All | +474.7% | +484.8% | -10.1% | +328.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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