+712.1%
AEHR vs KEEL
-34.6%
+746.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.8% | -0.4% |
| 7D | +9.8% | +2.9% | +6.9% | +8.5% |
| 30D | -26.7% | +0.8% | -27.6% | -26.9% |
| 3M | -8.1% | -35.3% | +27.2% | +7.0% |
| 6M | +123.1% | +59.4% | +63.7% | +90.7% |
| YTD | +369.0% | +51.9% | +317.1% | +304.1% |
| 1Y | +256.4% | +75.0% | +181.4% | +178.7% |
| 3Y | +96.4% | +224.5% | -128.2% | +1.0% |
| All | +712.1% | -34.6% | +746.7% | +610.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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