+793.1%
AEHR vs STZ
-38.0%
+831.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.1% |
| 7D | +19.1% | -6.0% | +25.1% | +21.4% |
| 30D | -10.0% | -8.9% | -1.1% | -7.7% |
| 3M | +1.3% | -12.6% | +13.9% | +4.9% |
| 6M | +133.8% | -17.2% | +151.0% | +146.8% |
| YTD | +373.3% | -10.0% | +383.3% | +367.6% |
| 1Y | +256.2% | -14.3% | +270.5% | +260.4% |
| 3Y | +93.2% | -49.9% | +143.2% | +148.9% |
| 5Y | +793.1% | -38.2% | +831.3% | +838.0% |
| All | +793.1% | -38.0% | +831.0% | +838.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling