+917.8%
AEHR vs CASY
+274.3%
+643.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.0% | +8.2% | +6.7% |
| 7D | +18.5% | -4.4% | +22.9% | +20.9% |
| 30D | -11.9% | -12.0% | +0.1% | -6.2% |
| 3M | -5.0% | -2.3% | -2.7% | -8.9% |
| 6M | +155.0% | +10.5% | +144.4% | +129.2% |
| YTD | +349.7% | +33.0% | +316.7% | +260.8% |
| 1Y | +260.4% | +41.1% | +219.3% | +176.0% |
| 3Y | +83.6% | +207.5% | -123.9% | -25.1% |
| 5Y | +917.8% | +290.7% | +627.1% | +236.0% |
| All | +917.8% | +274.3% | +643.5% | +236.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling