+305.5%
AEHR vs CASY
+7,799.6%
-7,494.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.7% | +11.0% | +11.5% |
| 7D | +16.2% | +3.6% | +12.6% | +15.2% |
| 30D | -29.3% | +7.2% | -36.5% | -30.7% |
| 3M | -42.0% | -16.9% | -25.0% | -40.2% |
| 6M | -38.5% | -19.3% | -19.2% | -37.0% |
| YTD | +196.2% | +25.6% | +170.6% | +176.0% |
| 1Y | +144.3% | +30.2% | +114.2% | +125.4% |
| 3Y | +158.0% | +154.9% | +3.2% | +104.9% |
| 5Y | +144.4% | +252.1% | -107.7% | +82.3% |
| 10Y | +1,867.4% | +535.8% | +1,331.6% | +1,203.6% |
| All | +305.5% | +7,799.6% | -7,494.1% | +55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling