+5,627.5%
CAT vs AEHR
+484.8%
+5,142.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +13.1% | -11.4% | +0.9% |
| 7D | +1.7% | +6.7% | -5.0% | +1.2% |
| 30D | -6.6% | -12.7% | +6.1% | -6.0% |
| 3M | -13.3% | -26.0% | +12.7% | -12.7% |
| 6M | +11.6% | +102.2% | -90.6% | +4.8% |
| YTD | +42.9% | +327.2% | -284.3% | +27.9% |
| 1Y | +95.4% | +228.1% | -132.7% | +76.6% |
| 3Y | +196.6% | +67.0% | +129.5% | +166.2% |
| 5Y | +321.7% | +928.1% | -606.5% | +231.4% |
| 10Y | +1,140.8% | +3,269.5% | -2,128.7% | +747.8% |
| All | +5,627.5% | +484.8% | +5,142.7% | +3,004.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling