+148.1%
KGC vs AEHR
+542.0%
-393.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | -5.6% | +9.8% | -15.4% | -5.9% |
| 30D | +6.1% | -26.7% | +32.9% | +7.0% |
| 3M | +17.3% | -8.1% | +25.4% | +16.7% |
| 6M | -10.3% | +123.1% | -133.4% | -13.5% |
| YTD | +3.9% | +369.0% | -365.1% | -2.1% |
| 1Y | +25.7% | +256.4% | -230.6% | +19.2% |
| 3Y | +526.0% | +96.4% | +429.6% | +489.1% |
| 5Y | +455.5% | +836.6% | -381.1% | +397.5% |
| 10Y | +680.7% | +3,718.1% | -3,037.4% | +558.5% |
| All | +148.1% | +542.0% | -393.8% | +98.7% |
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