+827.9%
AEHR vs CAG
-42.8%
+870.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -2.5% |
| 7D | +23.0% | -5.9% | +28.9% | +21.1% |
| 30D | -19.9% | -1.5% | -18.4% | -20.1% |
| 3M | +0.5% | +11.5% | -10.9% | +4.2% |
| 6M | +123.6% | -15.7% | +139.3% | +124.7% |
| YTD | +364.6% | -10.2% | +374.8% | +372.6% |
| 1Y | +255.3% | -18.1% | +273.4% | +258.4% |
| 3Y | +89.7% | -39.4% | +129.1% | +87.2% |
| 5Y | +827.9% | -42.6% | +870.5% | +862.7% |
| All | +827.9% | -42.8% | +870.7% | +862.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling