+216.6%
CAT vs AEHR
+143.0%
+73.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.2% | +7.8% | +1.6% |
| 7D | +9.3% | +24.2% | -14.8% | +6.1% |
| 30D | -21.5% | -21.2% | -0.2% | -19.8% |
| 3M | -29.1% | -52.8% | +23.7% | -23.3% |
| 6M | -33.4% | -36.9% | +3.5% | -32.3% |
| YTD | +6.6% | +202.3% | -195.8% | -11.3% |
| 1Y | +6.5% | +162.9% | -156.3% | -10.2% |
| 3Y | +162.7% | +149.1% | +13.5% | +105.3% |
| All | +216.6% | +143.0% | +73.6% | +123.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling