+96.4%
AEHR vs KNX
+34.6%
+61.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.5% | +2.1% |
| 7D | +9.8% | -5.6% | +15.4% | +14.3% |
| 30D | -26.7% | -4.4% | -22.3% | -24.2% |
| 3M | -8.1% | -17.3% | +9.2% | +5.6% |
| 6M | +123.1% | +22.6% | +100.4% | +93.8% |
| YTD | +369.0% | +31.1% | +337.8% | +289.8% |
| 1Y | +256.4% | +60.2% | +196.2% | +156.1% |
| 3Y | +96.4% | +35.8% | +60.6% | +59.5% |
| All | +96.4% | +34.6% | +61.8% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling