+126.4%
AEHR vs STLD
+255.4%
-129.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.6% |
| 7D | -2.4% | -11.1% | +8.7% | +8.0% |
| 30D | -40.1% | -4.8% | -35.3% | -36.9% |
| 3M | -46.3% | -14.6% | -31.7% | -38.6% |
| 6M | -44.6% | -7.4% | -37.2% | -40.4% |
| YTD | +165.3% | +32.6% | +132.8% | +123.3% |
| 1Y | +126.1% | +47.3% | +78.8% | +77.5% |
| 3Y | +132.2% | +107.5% | +24.7% | +37.4% |
| All | +126.4% | +255.4% | -129.0% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling