+12.2%
KEY vs AEHR
+107.1%
-94.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.0% | -9.5% | -1.4% |
| 7D | -1.3% | -2.4% | +1.1% | -1.7% |
| 30D | +5.1% | -40.1% | +45.2% | +9.6% |
| 3M | -7.1% | -46.3% | +39.2% | -3.0% |
| 6M | -4.4% | -44.6% | +40.2% | -3.6% |
| YTD | +4.0% | +165.3% | -161.3% | -16.0% |
| 1Y | +23.4% | +126.1% | -102.7% | +1.4% |
| 3Y | +113.9% | +132.2% | -18.3% | +58.0% |
| All | +12.2% | +107.1% | -94.8% | -27.9% |
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