+431.8%
VZ vs AEHR
+263.2%
+168.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.0% | -9.9% | -1.0% |
| 7D | +2.1% | -2.4% | +4.6% | +2.1% |
| 30D | +1.4% | -40.1% | +41.4% | +1.9% |
| 3M | -1.3% | -46.3% | +45.0% | -0.8% |
| 6M | -0.5% | -44.6% | +44.1% | -0.5% |
| YTD | +19.6% | +165.3% | -145.7% | +16.4% |
| 1Y | +22.4% | +126.1% | -103.8% | +19.3% |
| 3Y | +55.9% | +132.2% | -76.3% | +49.8% |
| 5Y | +20.4% | +108.3% | -87.9% | +13.9% |
| 10Y | +66.9% | +1,538.2% | -1,471.3% | +44.6% |
| All | +431.8% | +263.2% | +168.7% | +298.0% |
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