+1,267.4%
KDP vs AEHR
+546.8%
+720.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.7% | +9.2% | +2.7% |
| 7D | -0.8% | +6.4% | -7.2% | -0.9% |
| 30D | +9.7% | -20.3% | +30.0% | +9.9% |
| 3M | +17.6% | -53.8% | +71.4% | +18.9% |
| 6M | +25.8% | -44.8% | +70.6% | +25.9% |
| YTD | +33.9% | +182.2% | -148.3% | +28.4% |
| 1Y | +38.9% | +174.7% | -135.9% | +33.2% |
| 3Y | +26.8% | +143.5% | -116.7% | +19.2% |
| 5Y | +16.3% | +129.9% | -113.5% | +6.7% |
| 10Y | +248.1% | +1,786.8% | -1,538.6% | +180.5% |
| All | +1,267.4% | +546.8% | +720.7% | +950.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling