+1,077.4%
STX vs AEHR
+976.1%
+101.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.3% | -7.3% | -3.0% |
| 7D | +9.6% | +19.1% | -9.5% | +6.1% |
| 30D | +10.6% | -10.0% | +20.6% | +12.4% |
| 3M | +4.8% | +1.3% | +3.5% | +2.4% |
| 6M | +137.3% | +133.8% | +3.5% | +100.0% |
| YTD | +222.5% | +373.3% | -150.8% | +140.7% |
| 1Y | +366.2% | +256.2% | +110.1% | +258.9% |
| 3Y | +1,352.9% | +93.2% | +1,259.7% | +993.4% |
| 5Y | +1,077.4% | +793.1% | +284.4% | +540.3% |
| All | +1,077.4% | +976.1% | +101.3% | +540.3% |
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