+712.1%
AEHR vs KMX
-54.8%
+766.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.2% |
| 7D | +9.8% | -3.1% | +12.9% | +11.6% |
| 30D | -26.7% | +4.4% | -31.2% | -29.1% |
| 3M | -8.1% | +18.9% | -27.0% | -17.9% |
| 6M | +123.1% | +44.3% | +78.8% | +74.7% |
| YTD | +369.0% | +58.7% | +310.3% | +245.4% |
| 1Y | +256.4% | +0.1% | +256.3% | +236.7% |
| 3Y | +96.4% | -24.4% | +120.8% | +114.6% |
| All | +712.1% | -54.8% | +766.9% | +1,180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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