+536.0%
AEHR vs CAKE
+2,640.0%
-2,104.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -1.2% |
| 7D | +23.0% | -5.6% | +28.6% | +24.7% |
| 30D | -19.9% | -10.5% | -9.4% | -17.8% |
| 3M | +0.5% | +43.6% | -43.1% | -8.9% |
| 6M | +123.6% | +63.0% | +60.5% | +96.0% |
| YTD | +364.6% | +102.9% | +261.7% | +286.4% |
| 1Y | +255.3% | +75.6% | +179.7% | +205.6% |
| 3Y | +89.7% | +257.7% | -168.0% | +38.8% |
| 5Y | +827.9% | +156.0% | +671.9% | +629.5% |
| 10Y | +3,682.7% | +150.5% | +3,532.1% | +2,594.8% |
| All | +536.0% | +2,640.0% | -2,104.0% | +235.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling