+411.8%
STM vs AEHR
+346.0%
+65.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.4% | -6.9% | +2.3% |
| 7D | +1.4% | +8.1% | -6.7% | +0.6% |
| 30D | -8.4% | -15.9% | +7.5% | -7.0% |
| 3M | -15.8% | -43.9% | +28.1% | -11.3% |
| 6M | -22.8% | -37.1% | +14.3% | -20.6% |
| YTD | +79.4% | +225.8% | -146.4% | +53.8% |
| 1Y | +97.0% | +184.0% | -87.0% | +70.8% |
| 3Y | +14.2% | +168.5% | -154.3% | -6.6% |
| 5Y | -4.5% | +186.2% | -190.7% | -26.2% |
| 10Y | +463.1% | +2,078.1% | -1,615.1% | +228.9% |
| All | +411.8% | +346.0% | +65.9% | +93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling