+150.6%
KMI vs AEHR
+817.5%
-667.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -1.7% | +9.8% | -11.5% | -2.0% |
| 30D | -2.7% | -26.7% | +24.0% | -2.1% |
| 3M | -0.7% | -8.1% | +7.4% | -1.1% |
| 6M | -5.0% | +123.1% | -128.0% | -8.8% |
| YTD | +15.5% | +369.0% | -353.5% | +7.3% |
| 1Y | +16.4% | +256.4% | -239.9% | +8.8% |
| 3Y | +114.2% | +96.4% | +17.8% | +99.3% |
| All | +150.6% | +817.5% | -667.0% | +105.1% |
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 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