+96.4%
AEHR vs CART
+11.0%
+85.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.8% | +8.1% | +5.7% |
| 7D | +19.1% | -9.5% | +28.6% | +20.8% |
| 30D | -10.0% | -7.8% | -2.3% | -9.2% |
| 3M | +1.3% | +10.4% | -9.1% | -1.7% |
| 6M | +133.8% | +20.1% | +113.7% | +119.9% |
| YTD | +373.3% | +3.7% | +369.6% | +361.7% |
| 1Y | +256.2% | +2.6% | +253.6% | +245.3% |
| All | +96.4% | +11.0% | +85.4% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling