+114.2%
KEY vs AEHR
+484.8%
-370.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -0.7% |
| 7D | +2.2% | +6.7% | -4.5% | +1.6% |
| 30D | -3.0% | -12.7% | +9.7% | -2.5% |
| 3M | +3.3% | -26.0% | +29.3% | +3.6% |
| 6M | +9.2% | +102.2% | -93.0% | -0.3% |
| YTD | +10.6% | +327.2% | -316.6% | -5.6% |
| 1Y | +20.4% | +228.1% | -207.7% | +4.0% |
| 3Y | +121.8% | +67.0% | +54.8% | +90.4% |
| 5Y | +41.1% | +928.1% | -887.0% | +0.6% |
| 10Y | +168.5% | +3,269.5% | -3,101.0% | +57.4% |
| All | +114.2% | +484.8% | -370.6% | +0.1% |
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