+256.4%
AEHR vs STZ
-11.8%
+268.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.7% |
| 7D | +9.8% | -4.5% | +14.2% | +8.8% |
| 30D | -26.7% | -8.6% | -18.1% | -27.9% |
| 3M | -8.1% | -13.8% | +5.7% | -9.2% |
| 6M | +123.1% | -17.2% | +140.2% | +121.8% |
| YTD | +369.0% | -9.4% | +378.4% | +334.5% |
| 1Y | +256.4% | -11.9% | +268.2% | +227.9% |
| All | +256.4% | -11.8% | +268.2% | +227.9% |
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 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