+5.9%
CAT vs AEHR
+176.0%
-170.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.4% | -7.5% | +0.8% |
| 7D | +1.7% | +8.1% | -6.4% | -0.3% |
| 30D | -24.6% | -15.9% | -8.7% | -23.1% |
| 3M | -28.5% | -43.9% | +15.4% | -22.2% |
| 6M | -34.8% | -37.1% | +2.3% | -33.4% |
| YTD | +5.9% | +225.8% | -219.9% | -28.6% |
| All | +5.9% | +176.0% | -170.2% | -25.5% |
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