+55.7%
ZTS vs AEHR
+3,845.4%
-3,789.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | +0.1% |
| 7D | -3.7% | +9.8% | -13.5% | -4.1% |
| 30D | -0.8% | -26.7% | +26.0% | 0.0% |
| 3M | -9.7% | -8.1% | -1.6% | -10.4% |
| 6M | -38.4% | +123.1% | -161.5% | -41.7% |
| YTD | -41.1% | +369.0% | -410.1% | -46.3% |
| 1Y | -50.6% | +256.4% | -307.0% | -54.7% |
| 3Y | -59.1% | +96.4% | -155.5% | -62.8% |
| 5Y | -62.7% | +836.6% | -899.3% | -69.1% |
| All | +55.7% | +3,845.4% | -3,789.7% | +14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling