-10.7%
KHC vs AEHR
+136.3%
-147.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.7% | +9.2% | +2.5% |
| 7D | +2.0% | +6.4% | -4.3% | +2.2% |
| 30D | +10.6% | -20.3% | +30.9% | +10.6% |
| 3M | +0.5% | -53.8% | +54.3% | +0.2% |
| 6M | +12.1% | -44.8% | +56.9% | +11.9% |
| YTD | +8.9% | +182.2% | -173.3% | +6.9% |
| 1Y | +7.5% | +174.7% | -167.2% | +5.5% |
| 3Y | -10.7% | +143.5% | -154.2% | -13.8% |
| All | -10.7% | +136.3% | -147.1% | -13.8% |
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