-67.1%
ZM vs AEHR
+817.5%
-884.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -5.7% | +9.8% | -15.5% | -6.6% |
| 30D | -9.1% | -26.7% | +17.6% | -6.8% |
| 3M | +3.5% | -8.1% | +11.6% | +1.6% |
| 6M | +25.7% | +123.1% | -97.4% | +8.2% |
| YTD | +10.8% | +369.0% | -358.2% | -15.2% |
| 1Y | +12.8% | +256.4% | -243.6% | -12.0% |
| 3Y | +33.1% | +96.4% | -63.2% | +4.7% |
| All | -67.1% | +817.5% | -884.6% | -83.1% |
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