+256.4%
AEHR vs CAG
-18.8%
+275.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.5% |
| 7D | +9.8% | -5.7% | +15.5% | +5.9% |
| 30D | -26.7% | -2.4% | -24.3% | -27.4% |
| 3M | -8.1% | +9.8% | -17.9% | -0.3% |
| 6M | +123.1% | -10.8% | +133.9% | +134.3% |
| YTD | +369.0% | -10.8% | +379.8% | +402.6% |
| 1Y | +256.4% | -19.0% | +275.3% | +270.6% |
| All | +256.4% | -18.8% | +275.2% | +270.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 1y: compounded portfolio wealth divided by compounded CAG 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…
1y analysis · Full analysis span regression · 6 months rolling