+722.7%
AEHR vs CAI
-9.9%
+732.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.6% |
| 7D | +9.8% | -2.9% | +12.7% | +10.5% |
| 30D | -26.7% | +9.3% | -36.1% | -28.9% |
| 3M | -8.1% | +35.2% | -43.3% | -17.3% |
| 6M | +123.1% | +30.7% | +92.3% | +98.7% |
| YTD | +369.0% | -9.8% | +378.8% | +361.4% |
| 1Y | +256.4% | -28.9% | +285.2% | +265.9% |
| All | +722.7% | -9.9% | +732.5% | +665.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling