+305.5%
AEHR vs STLD
+5,680.1%
-5,374.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.1% | +9.6% | +11.1% |
| 7D | +16.2% | -9.7% | +25.9% | +19.7% |
| 30D | -29.3% | -4.5% | -24.8% | -28.1% |
| 3M | -42.0% | -13.1% | -28.9% | -39.5% |
| 6M | -38.5% | -2.8% | -35.7% | -37.5% |
| YTD | +196.2% | +35.3% | +160.9% | +180.7% |
| 1Y | +144.3% | +51.4% | +92.9% | +125.8% |
| 3Y | +158.0% | +117.9% | +40.1% | +119.5% |
| 5Y | +144.4% | +272.6% | -128.2% | +87.8% |
| 10Y | +1,867.4% | +782.2% | +1,085.2% | +1,117.2% |
| All | +305.5% | +5,680.1% | -5,374.6% | +105.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling