+1,831.5%
AEHR vs STZ
+13.4%
+1,818.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.3% | -6.9% |
| 7D | +6.4% | +2.6% | +3.8% | +5.5% |
| 30D | -20.3% | +15.2% | -35.5% | -25.2% |
| 3M | -53.8% | +7.6% | -61.4% | -55.9% |
| 6M | -44.8% | +5.3% | -50.1% | -47.6% |
| YTD | +182.2% | +8.6% | +173.6% | +159.4% |
| 1Y | +174.7% | +15.6% | +159.2% | +145.5% |
| 3Y | +143.5% | -35.2% | +178.7% | +175.1% |
| 5Y | +129.9% | -29.1% | +158.9% | +149.5% |
| All | +1,831.5% | +13.4% | +1,818.1% | +1,513.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling