+484.8%
AEHR vs CASY
+8,521.3%
-8,036.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.3% | +13.4% | +13.2% |
| 7D | +6.7% | +0.1% | +6.7% | +6.7% |
| 30D | -12.7% | -11.3% | -1.3% | -10.4% |
| 3M | -26.0% | -0.6% | -25.4% | -26.9% |
| 6M | +102.2% | +10.7% | +91.5% | +96.0% |
| YTD | +327.2% | +37.1% | +290.1% | +294.7% |
| 1Y | +228.1% | +52.3% | +175.8% | +195.5% |
| 3Y | +67.0% | +215.2% | -148.1% | +28.0% |
| 5Y | +928.1% | +276.5% | +651.6% | +664.1% |
| 10Y | +3,269.5% | +508.4% | +2,761.2% | +2,159.0% |
| All | +484.8% | +8,521.3% | -8,036.5% | +122.2% |
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