+145.3%
AEHR vs CART
+61.3%
+84.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.6% | -8.1% | -6.0% |
| 7D | -5.7% | +1.4% | -7.1% | -5.4% |
| 30D | -41.7% | +29.7% | -71.4% | -35.6% |
| 3M | -44.6% | +29.7% | -74.4% | -38.6% |
| 6M | -28.9% | +36.8% | -65.7% | -19.0% |
| YTD | +201.3% | +31.7% | +169.7% | +251.9% |
| 1Y | +145.3% | +62.4% | +82.9% | +166.6% |
| All | +145.3% | +61.3% | +84.0% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling