+76.8%
KGC vs AEHR
+286.3%
-209.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.5% |
| 7D | -6.7% | +6.4% | -13.0% | -6.9% |
| 30D | -6.7% | -20.3% | +13.6% | -6.3% |
| 3M | -22.6% | -53.8% | +31.2% | -21.1% |
| 6M | -33.4% | -44.8% | +11.4% | -33.1% |
| YTD | -26.0% | +182.2% | -208.2% | -29.4% |
| 1Y | -18.3% | +174.7% | -193.0% | -22.0% |
| 3Y | +315.8% | +143.5% | +172.3% | +290.6% |
| 5Y | +225.7% | +129.9% | +95.9% | +200.9% |
| 10Y | +610.5% | +1,786.8% | -1,176.3% | +509.6% |
| All | +76.8% | +286.3% | -209.5% | +43.4% |
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