+63.2%
KKR vs AEHR
+88.1%
-24.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | -6.2% | +9.8% | -15.9% | -7.1% |
| 30D | -8.9% | -26.7% | +17.9% | -6.4% |
| 3M | +6.3% | -8.1% | +14.4% | +4.3% |
| 6M | +16.5% | +123.1% | -106.6% | 0.0% |
| YTD | -20.3% | +369.0% | -389.3% | -39.0% |
| 1Y | -29.8% | +256.4% | -286.2% | -45.0% |
| 3Y | +63.2% | +96.4% | -33.2% | +20.5% |
| All | +63.2% | +88.1% | -24.9% | +20.5% |
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