+160.5%
CAT vs AEHR
+153.2%
+7.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.2% | +7.8% | +1.7% |
| 7D | +9.3% | +24.2% | -14.8% | +5.7% |
| 30D | -21.5% | -21.2% | -0.2% | -19.5% |
| 3M | -29.1% | -52.8% | +23.7% | -22.5% |
| 6M | -33.4% | -36.9% | +3.5% | -32.2% |
| YTD | +6.6% | +202.3% | -195.8% | -13.2% |
| 1Y | +6.5% | +162.9% | -156.3% | -12.0% |
| All | +160.5% | +153.2% | +7.3% | +105.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling