+461.4%
KMB vs AEHR
+484.8%
-23.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +13.1% | -14.7% | -1.7% |
| 7D | -3.0% | +6.7% | -9.8% | -3.1% |
| 30D | -5.5% | -12.7% | +7.2% | -5.4% |
| 3M | +14.0% | -26.0% | +40.0% | +14.0% |
| 6M | +4.1% | +102.2% | -98.1% | +3.0% |
| YTD | +8.0% | +327.2% | -319.2% | +6.1% |
| 1Y | -13.7% | +228.1% | -241.9% | -15.2% |
| 3Y | -5.9% | +67.0% | -73.0% | -7.6% |
| 5Y | -8.6% | +928.1% | -936.7% | -13.1% |
| 10Y | +17.3% | +3,269.5% | -3,252.3% | +7.2% |
| All | +461.4% | +484.8% | -23.4% | +379.1% |
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