+21.1%
STM vs AEHR
+82.4%
-61.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -1.7% |
| 7D | +5.2% | +18.5% | -13.3% | +0.8% |
| 30D | -7.4% | -11.9% | +4.6% | -5.7% |
| 3M | -30.6% | -5.0% | -25.6% | -32.4% |
| 6M | +66.4% | +155.0% | -88.6% | +28.8% |
| YTD | +101.1% | +349.7% | -248.5% | +35.5% |
| 1Y | +97.4% | +260.4% | -163.0% | +35.8% |
| 3Y | +21.1% | +83.6% | -62.5% | -25.1% |
| All | +21.1% | +82.4% | -61.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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