+174.7%
AEHR vs CASY
+32.9%
+141.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.4% | -6.6% |
| 7D | +6.4% | +3.6% | +2.8% | +6.6% |
| 30D | -20.3% | +9.1% | -29.3% | -19.9% |
| 3M | -53.8% | -16.5% | -37.3% | -52.5% |
| 6M | -44.8% | -19.7% | -25.1% | -39.0% |
| YTD | +182.2% | +29.3% | +153.0% | +166.0% |
| 1Y | +174.7% | +33.1% | +141.6% | +162.9% |
| All | +174.7% | +32.9% | +141.9% | +162.9% |
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