+3,912.3%
AEHR vs KNX
+166.7%
+3,745.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.5% | +1.6% |
| 7D | +9.8% | -5.6% | +15.4% | +12.3% |
| 30D | -26.7% | -4.4% | -22.3% | -25.3% |
| 3M | -8.1% | -17.3% | +9.2% | -0.5% |
| 6M | +123.1% | +22.6% | +100.4% | +107.9% |
| YTD | +369.0% | +31.1% | +337.8% | +327.3% |
| 1Y | +256.4% | +60.2% | +196.2% | +200.5% |
| 3Y | +96.4% | +35.8% | +60.6% | +74.7% |
| 5Y | +836.6% | +38.9% | +797.7% | +738.5% |
| All | +3,912.3% | +166.7% | +3,745.5% | +3,489.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 10y: compounded portfolio wealth divided by compounded KNX 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…
10y analysis · Full analysis span regression · 6 months rolling