+146.2%
AEHR vs STZ
-29.2%
+175.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.5% | -7.3% |
| 7D | +24.2% | 0.0% | +24.1% | +24.1% |
| 30D | -21.2% | +14.7% | -36.0% | -24.2% |
| 3M | -52.8% | +8.8% | -61.6% | -54.1% |
| 6M | -36.9% | +3.1% | -40.0% | -38.2% |
| YTD | +202.3% | +7.9% | +194.4% | +182.7% |
| 1Y | +162.9% | +14.2% | +148.7% | +139.2% |
| 3Y | +149.1% | -35.2% | +184.3% | +181.1% |
| 5Y | +146.2% | -29.6% | +175.8% | +178.3% |
| All | +146.2% | -29.2% | +175.4% | +178.3% |
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