+16.2%
KDP vs AEHR
+126.8%
-110.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.7% | +9.2% | +2.5% |
| 7D | -0.8% | +6.4% | -7.2% | -0.7% |
| 30D | +9.7% | -20.3% | +30.0% | +9.7% |
| 3M | +17.6% | -53.8% | +71.4% | +17.5% |
| 6M | +25.8% | -44.8% | +70.6% | +25.7% |
| YTD | +33.9% | +182.2% | -148.3% | +33.4% |
| 1Y | +38.9% | +174.7% | -135.9% | +38.4% |
| 3Y | +26.8% | +143.5% | -116.7% | +25.6% |
| All | +16.2% | +126.8% | -110.6% | +13.0% |
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 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