-13.4%
KHC vs AEHR
+976.1%
-989.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.4% | -1.1% |
| 7D | -4.8% | +19.1% | -23.9% | -4.7% |
| 30D | +0.3% | -10.0% | +10.3% | +0.2% |
| 3M | +6.7% | +1.3% | +5.4% | +6.9% |
| 6M | +4.2% | +133.8% | -129.6% | +4.0% |
| YTD | +6.7% | +373.3% | -366.6% | +6.5% |
| 1Y | -1.4% | +256.2% | -257.6% | -1.6% |
| 3Y | -11.8% | +93.2% | -105.0% | -12.9% |
| 5Y | -13.4% | +793.1% | -806.4% | -12.7% |
| All | -13.4% | +976.1% | -989.5% | -12.7% |
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 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