+1,157.1%
CAT vs AEHR
+3,898.3%
-2,741.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.1% | -1.3% |
| 7D | +2.9% | +19.1% | -16.2% | +1.2% |
| 30D | -2.6% | -10.0% | +7.4% | -2.1% |
| 3M | -10.7% | +1.3% | -12.0% | -12.2% |
| 6M | +16.1% | +133.8% | -117.6% | +5.5% |
| YTD | +43.2% | +373.3% | -330.1% | +22.4% |
| 1Y | +96.8% | +256.2% | -159.3% | +70.7% |
| 3Y | +201.4% | +93.2% | +108.1% | +156.6% |
| 5Y | +332.7% | +793.1% | -460.4% | +224.1% |
| 10Y | +1,157.1% | +3,753.2% | -2,596.1% | +699.7% |
| All | +1,157.1% | +3,898.3% | -2,741.2% | +699.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling