+1,940.1%
AEHR vs STLD
+804.7%
+1,135.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -2.4% |
| 7D | -8.5% | -4.7% | -3.8% | -5.5% |
| 30D | -29.6% | -0.9% | -28.7% | -28.6% |
| 3M | -43.9% | -11.9% | -32.0% | -39.6% |
| 6M | -38.7% | +0.9% | -39.6% | -38.2% |
| YTD | +195.0% | +40.4% | +154.6% | +158.2% |
| 1Y | +142.3% | +56.6% | +85.7% | +102.3% |
| 3Y | +143.1% | +125.5% | +17.7% | +71.3% |
| 5Y | +162.7% | +292.8% | -130.2% | +52.4% |
| 10Y | +1,940.1% | +787.1% | +1,153.0% | +673.9% |
| All | +1,940.1% | +804.7% | +1,135.4% | +673.9% |
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