+111.9%
KMI vs AEHR
+5,691.5%
-5,579.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -2.0% |
| 7D | -1.8% | +19.1% | -20.8% | -2.4% |
| 30D | +0.1% | -10.0% | +10.1% | +0.2% |
| 3M | +1.2% | +1.3% | -0.2% | +0.2% |
| 6M | -3.9% | +133.8% | -137.7% | -8.5% |
| YTD | +17.5% | +373.3% | -355.8% | +8.4% |
| 1Y | +22.6% | +256.2% | -233.5% | +13.8% |
| 3Y | +116.3% | +93.2% | +23.0% | +99.1% |
| 5Y | +157.6% | +793.1% | -635.5% | +114.9% |
| 10Y | +136.6% | +3,753.2% | -3,616.7% | +74.1% |
| All | +111.9% | +5,691.5% | -5,579.6% | +50.5% |
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 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