+341.6%
ZETA vs AEHR
+775.9%
-434.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | -6.5% | +23.0% | -29.5% | -9.8% |
| 30D | +4.8% | -19.9% | +24.8% | +7.2% |
| 3M | +53.3% | +0.5% | +52.8% | +45.3% |
| 6M | +66.8% | +123.6% | -56.8% | +28.9% |
| YTD | +50.2% | +364.6% | -314.5% | -2.4% |
| 1Y | +62.0% | +255.3% | -193.3% | +9.3% |
| 3Y | +276.4% | +89.7% | +186.6% | +153.2% |
| 5Y | +341.6% | +827.9% | -486.3% | +66.0% |
| All | +341.6% | +775.9% | -434.3% | +66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling