+313.8%
AEHR vs CASY
+7,965.1%
-7,651.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.0% | -6.2% | -7.0% |
| 7D | +24.2% | +2.5% | +21.7% | +23.6% |
| 30D | -21.2% | +10.2% | -31.5% | -23.1% |
| 3M | -52.8% | -15.7% | -37.1% | -51.4% |
| 6M | -36.9% | -18.4% | -18.5% | -35.5% |
| YTD | +202.3% | +28.3% | +174.1% | +180.6% |
| 1Y | +162.9% | +32.6% | +130.3% | +141.8% |
| 3Y | +149.1% | +159.5% | -10.4% | +97.2% |
| 5Y | +146.2% | +263.9% | -117.7% | +82.6% |
| 10Y | +1,921.2% | +548.5% | +1,372.7% | +1,234.2% |
| All | +313.8% | +7,965.1% | -7,651.3% | +58.0% |
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 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