+451.7%
KGC vs AEHR
+775.9%
-324.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -4.2% |
| 7D | -8.4% | +23.0% | -31.4% | -9.9% |
| 30D | +6.3% | -19.9% | +26.3% | +7.6% |
| 3M | +22.4% | +0.5% | +21.9% | +19.9% |
| 6M | -11.4% | +123.6% | -135.0% | -19.1% |
| YTD | +3.1% | +364.6% | -361.5% | -10.8% |
| 1Y | +26.6% | +255.3% | -228.7% | +10.8% |
| 3Y | +525.6% | +89.7% | +435.9% | +441.3% |
| 5Y | +451.7% | +827.9% | -376.2% | +322.6% |
| All | +451.7% | +775.9% | -324.3% | +322.6% |
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