+92.1%
CAT vs AEHR
+242.2%
-150.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.9% |
| 7D | +0.6% | +23.0% | -22.4% | -3.5% |
| 30D | -4.5% | -19.9% | +15.4% | -1.2% |
| 3M | -5.8% | +0.5% | -6.3% | -9.4% |
| 6M | +12.7% | +123.6% | -110.8% | -10.2% |
| YTD | +41.4% | +364.6% | -323.3% | -5.6% |
| 1Y | +92.1% | +255.3% | -163.3% | +33.5% |
| All | +92.1% | +242.2% | -150.2% | +33.5% |
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