+2,133.0%
STRL vs AEHR
+889.0%
+1,244.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.3% | -2.0% | +2.2% |
| 7D | +10.1% | +18.5% | -8.4% | +6.5% |
| 30D | -8.2% | -11.9% | +3.7% | -6.4% |
| 3M | -43.7% | -5.0% | -38.7% | -44.6% |
| 6M | +27.1% | +155.0% | -127.9% | +5.6% |
| YTD | +64.0% | +349.7% | -285.7% | +24.0% |
| 1Y | +75.2% | +260.4% | -185.3% | +35.9% |
| 3Y | +539.9% | +83.6% | +456.3% | +386.1% |
| 5Y | +2,133.0% | +917.8% | +1,215.2% | +1,197.6% |
| All | +2,133.0% | +889.0% | +1,244.0% | +1,197.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling