+170.1%
KDP vs AEHR
+3,808.7%
-3,638.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.9% |
| 7D | -4.3% | +23.0% | -27.3% | -4.4% |
| 30D | +7.8% | -19.9% | +27.8% | +7.9% |
| 3M | -0.1% | +0.5% | -0.6% | -0.3% |
| 6M | +14.0% | +123.6% | -109.6% | +12.6% |
| YTD | +15.1% | +364.6% | -349.6% | +12.7% |
| 1Y | +18.5% | +255.3% | -236.8% | +16.2% |
| 3Y | +2.9% | +89.7% | -86.8% | +1.0% |
| 5Y | +3.0% | +827.9% | -824.9% | -3.7% |
| All | +170.1% | +3,808.7% | -3,638.7% | +130.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling