+549.6%
KGC vs AEHR
+89.8%
+459.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | -0.2% |
| 7D | -0.1% | +19.1% | -19.2% | -1.7% |
| 30D | +10.5% | -10.0% | +20.5% | +10.7% |
| 3M | +19.8% | +1.3% | +18.5% | +16.8% |
| 6M | -6.7% | +133.8% | -140.4% | -16.5% |
| YTD | +7.8% | +373.3% | -365.5% | -9.0% |
| 1Y | +35.7% | +256.2% | -220.5% | +16.2% |
| All | +549.6% | +89.8% | +459.8% | +390.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling