+105.3%
KEY vs AEHR
+1,846.7%
-1,741.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +0.5% | -8.5% | +9.0% | +1.0% |
| 30D | +6.9% | -29.6% | +36.5% | +9.1% |
| 3M | -5.0% | -43.9% | +38.9% | -1.8% |
| 6M | +0.7% | -38.7% | +39.5% | +0.7% |
| YTD | +6.5% | +195.0% | -188.6% | -10.6% |
| 1Y | +22.6% | +142.3% | -119.6% | +4.7% |
| 3Y | +125.3% | +143.1% | -17.8% | +78.5% |
| 5Y | +13.9% | +162.7% | -148.7% | -15.8% |
| 10Y | +105.3% | +1,940.1% | -1,834.7% | +15.4% |
| All | +105.3% | +1,846.7% | -1,741.4% | +15.4% |
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