-38.6%
ZS vs AEHR
+817.5%
-856.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | -3.1% | +9.8% | -12.9% | -4.3% |
| 30D | -7.2% | -26.7% | +19.5% | -4.3% |
| 3M | +30.5% | -8.1% | +38.6% | +27.2% |
| 6M | +7.0% | +123.1% | -116.1% | -12.5% |
| YTD | -26.8% | +369.0% | -395.8% | -48.9% |
| 1Y | -42.6% | +256.4% | -299.0% | -58.8% |
| 3Y | -0.3% | +96.4% | -96.7% | -29.1% |
| All | -38.6% | +817.5% | -856.1% | -74.6% |
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