+145.3%
AEHR vs STZ
+14.7%
+130.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +5.3% | -11.9% | -3.3% |
| 7D | -5.7% | +13.0% | -18.7% | +1.7% |
| 30D | -41.7% | +29.4% | -71.1% | -33.9% |
| 3M | -44.6% | +11.6% | -56.2% | -39.3% |
| 6M | -28.9% | -0.2% | -28.7% | -21.2% |
| YTD | +201.3% | +8.6% | +192.8% | +193.3% |
| 1Y | +145.3% | +15.9% | +129.4% | +134.0% |
| All | +145.3% | +14.7% | +130.6% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling