+83.6%
AEHR vs STZ
-50.3%
+133.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.6% | +10.9% | +5.9% |
| 7D | +18.5% | -7.4% | +25.9% | +19.6% |
| 30D | -11.9% | -10.9% | -1.0% | -10.8% |
| 3M | -5.0% | -13.4% | +8.4% | -3.4% |
| 6M | +155.0% | -16.2% | +171.2% | +161.3% |
| YTD | +349.7% | -10.4% | +360.1% | +341.7% |
| 1Y | +260.4% | -14.8% | +275.2% | +259.7% |
| 3Y | +83.6% | -50.1% | +133.7% | +108.0% |
| All | +83.6% | -50.3% | +133.9% | +108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling