+712.1%
AEHR vs CAKE
+157.8%
+554.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | -0.1% |
| 7D | +9.8% | -4.5% | +14.3% | +13.0% |
| 30D | -26.7% | -12.4% | -14.3% | -20.5% |
| 3M | -8.1% | +37.3% | -45.4% | -28.1% |
| 6M | +123.1% | +70.7% | +52.3% | +48.6% |
| YTD | +369.0% | +106.0% | +263.0% | +173.5% |
| 1Y | +256.4% | +79.7% | +176.7% | +126.5% |
| 3Y | +96.4% | +267.8% | -171.4% | -26.3% |
| All | +712.1% | +157.8% | +554.3% | +279.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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