-1.8%
CARR vs AEHR
+147.2%
-149.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.6% | +7.1% | +1.2% |
| 7D | -0.7% | -5.7% | +5.1% | -0.4% |
| 30D | +0.3% | -41.7% | +42.0% | +5.1% |
| 3M | -14.9% | -44.6% | +29.7% | -11.2% |
| 6M | -14.9% | -28.9% | +14.1% | -16.1% |
| YTD | +7.0% | +201.3% | -194.3% | -13.2% |
| 1Y | -1.8% | +145.3% | -147.1% | -17.7% |
| All | -1.8% | +147.2% | -149.0% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling