+730.2%
AEHR vs CAI
-11.0%
+741.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.2% | +8.4% | +6.1% |
| 7D | +19.1% | -3.1% | +22.2% | +19.9% |
| 30D | -10.0% | +2.7% | -12.7% | -11.2% |
| 3M | +1.3% | +41.7% | -40.4% | -10.1% |
| 6M | +133.8% | +26.5% | +107.3% | +110.2% |
| YTD | +373.3% | -10.9% | +384.2% | +367.2% |
| 1Y | +256.2% | -29.2% | +285.4% | +266.5% |
| All | +730.2% | -11.0% | +741.2% | +675.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling