-42.5%
KHC vs AEHR
+2,377.4%
-2,419.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.7% | +9.2% | +2.6% |
| 7D | +2.0% | +6.4% | -4.3% | +2.0% |
| 30D | +10.6% | -20.3% | +30.9% | +10.7% |
| 3M | +0.5% | -53.8% | +54.3% | +1.0% |
| 6M | +12.1% | -44.8% | +56.9% | +12.1% |
| YTD | +8.9% | +182.2% | -173.3% | +5.8% |
| 1Y | +7.5% | +174.7% | -167.2% | +4.5% |
| 3Y | -10.7% | +143.5% | -154.2% | -14.4% |
| 5Y | -13.2% | +129.9% | -143.0% | -17.8% |
| 10Y | -50.6% | +1,786.8% | -1,837.4% | -58.0% |
| All | -42.5% | +2,377.4% | -2,419.9% | -50.7% |
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