+2,896.3%
KLAC vs AEHR
+3,845.4%
-949.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.8% |
| 7D | -2.7% | +9.8% | -12.4% | -4.2% |
| 30D | -13.2% | -26.7% | +13.6% | -9.1% |
| 3M | -25.0% | -8.1% | -16.9% | -25.5% |
| 6M | +23.6% | +123.1% | -99.5% | +5.1% |
| YTD | +49.2% | +369.0% | -319.8% | +11.9% |
| 1Y | +89.3% | +256.4% | -167.1% | +46.4% |
| 3Y | +274.4% | +96.4% | +178.0% | +182.0% |
| 5Y | +440.9% | +836.6% | -395.6% | +213.3% |
| All | +2,896.3% | +3,845.4% | -949.1% | +1,258.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling