+5.0%
KDP vs AEHR
+976.1%
-971.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.4% |
| 7D | -1.6% | +19.1% | -20.7% | -1.5% |
| 30D | +9.5% | -10.0% | +19.5% | +9.4% |
| 3M | +2.6% | +1.3% | +1.3% | +2.6% |
| 6M | +15.6% | +133.8% | -118.1% | +15.0% |
| YTD | +17.3% | +373.3% | -356.0% | +16.4% |
| 1Y | +20.1% | +256.2% | -236.1% | +19.1% |
| 3Y | +4.9% | +93.2% | -88.3% | +5.0% |
| 5Y | +5.0% | +793.1% | -788.1% | -2.1% |
| All | +5.0% | +976.1% | -971.1% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling