+246.3%
ZETA vs AEHR
+3,365.3%
-3,118.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -2.5% |
| 7D | -2.4% | +18.5% | -21.0% | -4.9% |
| 30D | +15.6% | -11.9% | +27.5% | +16.2% |
| 3M | +41.5% | -5.0% | +46.5% | +36.7% |
| 6M | +63.4% | +155.0% | -91.5% | +30.4% |
| YTD | +51.3% | +349.7% | -298.4% | +8.6% |
| 1Y | +65.8% | +260.4% | -194.6% | +21.7% |
| 3Y | +279.2% | +83.6% | +195.6% | +175.3% |
| 5Y | +341.8% | +917.8% | -576.1% | +134.4% |
| All | +246.3% | +3,365.3% | -3,118.9% | +77.4% |
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