+169.3%
KEY vs AEHR
+3,898.3%
-3,729.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.7% |
| 7D | -0.3% | +19.1% | -19.4% | -1.9% |
| 30D | -3.3% | -10.0% | +6.7% | -2.9% |
| 3M | -0.7% | +1.3% | -2.1% | -3.1% |
| 6M | +12.5% | +133.8% | -121.2% | -0.2% |
| YTD | +8.4% | +373.3% | -364.9% | -11.1% |
| 1Y | +18.4% | +256.2% | -237.7% | -1.3% |
| 3Y | +123.3% | +93.2% | +30.1% | +82.5% |
| 5Y | +38.8% | +793.1% | -754.3% | -5.2% |
| 10Y | +169.3% | +3,753.2% | -3,583.9% | +48.0% |
| All | +169.3% | +3,898.3% | -3,729.0% | +48.0% |
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