+917.8%
AEHR vs STT
+150.3%
+767.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.5% | +6.5% |
| 7D | +18.5% | +2.2% | +16.4% | +15.8% |
| 30D | -11.9% | +3.9% | -15.8% | -15.0% |
| 3M | -5.0% | +19.2% | -24.2% | -19.5% |
| 6M | +155.0% | +60.4% | +94.6% | +66.8% |
| YTD | +349.7% | +51.5% | +298.2% | +211.4% |
| 1Y | +260.4% | +76.3% | +184.1% | +120.6% |
| 3Y | +83.6% | +200.7% | -117.1% | -27.4% |
| 5Y | +917.8% | +157.5% | +760.4% | +346.7% |
| All | +917.8% | +150.3% | +767.5% | +346.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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