+255.3%
AEHR vs CASY
+15.3%
+240.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | +23.0% | -17.2% | +40.2% | +24.2% |
| 30D | -19.9% | -24.4% | +4.4% | -18.0% |
| 3M | +0.5% | -31.4% | +31.9% | +5.2% |
| 6M | +123.6% | -8.9% | +132.5% | +104.7% |
| YTD | +364.6% | +13.8% | +350.8% | +330.3% |
| 1Y | +255.3% | +17.0% | +238.4% | +236.4% |
| All | +255.3% | +15.3% | +240.1% | +236.4% |
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