+2,062.7%
CAH vs AEHR
+515.5%
+1,547.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.3% | -8.0% | -2.8% |
| 7D | +0.5% | +18.5% | -18.1% | +0.1% |
| 30D | +1.7% | -11.9% | +13.6% | +1.9% |
| 3M | +17.9% | -5.0% | +22.9% | +17.3% |
| 6M | +10.9% | +155.0% | -144.0% | +7.2% |
| YTD | +17.9% | +349.7% | -331.8% | +12.0% |
| 1Y | +61.7% | +260.4% | -198.7% | +53.9% |
| 3Y | +183.7% | +83.6% | +100.1% | +169.3% |
| 5Y | +401.3% | +917.8% | -516.5% | +340.6% |
| 10Y | +293.7% | +3,517.1% | -3,223.5% | +217.2% |
| All | +2,062.7% | +515.5% | +1,547.2% | +1,500.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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