+145.3%
AEHR vs CASY
+32.1%
+113.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.4% | -8.0% | -6.5% |
| 7D | -5.7% | +0.8% | -6.5% | -5.7% |
| 30D | -41.7% | +9.4% | -51.1% | -41.8% |
| 3M | -44.6% | -20.6% | -24.0% | -43.4% |
| 6M | -28.9% | -20.7% | -8.2% | -24.7% |
| YTD | +201.3% | +22.5% | +178.8% | +178.5% |
| 1Y | +145.3% | +29.5% | +115.8% | +126.6% |
| All | +145.3% | +32.1% | +113.2% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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