+145.3%
AEHR vs CAI
+12.6%
+132.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.1% | -7.7% | -6.9% |
| 7D | -5.7% | -6.3% | +0.6% | -3.8% |
| 30D | -41.7% | +9.3% | -51.0% | -42.7% |
| 3M | -44.6% | +106.3% | -151.0% | -56.6% |
| 6M | -28.9% | +77.7% | -106.7% | -42.3% |
| YTD | +201.3% | +23.1% | +178.2% | +180.3% |
| 1Y | +145.3% | +6.5% | +138.8% | +142.1% |
| All | +145.3% | +12.6% | +132.8% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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