+484.8%
AEHR vs STZ
+2,892.6%
-2,407.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.3% |
| 7D | +6.7% | -1.9% | +8.7% | +7.2% |
| 30D | -12.7% | -1.9% | -10.8% | -12.6% |
| 3M | -26.0% | -6.2% | -19.8% | -25.5% |
| 6M | +102.2% | -14.0% | +116.2% | +107.5% |
| YTD | +327.2% | -5.1% | +332.4% | +325.3% |
| 1Y | +228.1% | -9.6% | +237.7% | +229.9% |
| 3Y | +67.0% | -47.2% | +114.3% | +87.9% |
| 5Y | +928.1% | -33.6% | +961.7% | +1,004.5% |
| 10Y | +3,269.5% | -9.8% | +3,279.3% | +3,258.9% |
| All | +484.8% | +2,892.6% | -2,407.8% | +289.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling