+3,517.1%
AEHR vs STLD
+1,072.4%
+2,444.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +5.6% |
| 7D | +18.5% | +2.7% | +15.9% | +16.9% |
| 30D | -11.9% | -8.4% | -3.5% | -7.8% |
| 3M | -5.0% | -9.9% | +4.8% | -0.4% |
| 6M | +155.0% | +33.0% | +121.9% | +126.3% |
| YTD | +349.7% | +42.6% | +307.1% | +288.4% |
| 1Y | +260.4% | +80.8% | +179.7% | +180.4% |
| 3Y | +83.6% | +143.4% | -59.8% | +25.1% |
| 5Y | +917.8% | +293.4% | +624.4% | +490.4% |
| 10Y | +3,517.1% | +1,080.4% | +2,436.7% | +1,326.0% |
| All | +3,517.1% | +1,072.4% | +2,444.8% | +1,326.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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