+38.8%
KEY vs AEHR
+976.1%
-937.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.8% |
| 7D | -0.3% | +19.1% | -19.4% | -2.2% |
| 30D | -3.3% | -10.0% | +6.7% | -2.8% |
| 3M | -0.7% | +1.3% | -2.1% | -3.6% |
| 6M | +12.5% | +133.8% | -121.2% | -2.8% |
| YTD | +8.4% | +373.3% | -364.9% | -15.2% |
| 1Y | +18.4% | +256.2% | -237.7% | -5.5% |
| 3Y | +123.3% | +93.2% | +30.1% | +74.3% |
| 5Y | +38.8% | +793.1% | -754.3% | -12.8% |
| All | +38.8% | +976.1% | -937.3% | -12.8% |
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