+715.0%
AEHR vs CAI
-11.0%
+726.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.8% |
| 7D | +23.0% | -5.1% | +28.1% | +24.5% |
| 30D | -19.9% | +3.9% | -23.8% | -21.2% |
| 3M | +0.5% | +40.1% | -39.6% | -10.5% |
| 6M | +123.6% | +29.7% | +93.9% | +99.5% |
| YTD | +364.6% | -10.9% | +375.5% | +358.6% |
| 1Y | +255.3% | -28.0% | +283.4% | +264.9% |
| All | +715.0% | -11.0% | +726.0% | +661.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling