+81.6%
KO vs AEHR
+809.0%
-727.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.3% |
| 7D | -1.1% | +23.0% | -24.1% | -0.9% |
| 30D | +1.6% | -19.9% | +21.5% | +1.4% |
| 3M | +5.8% | +0.5% | +5.2% | +5.9% |
| 6M | +14.3% | +123.6% | -109.3% | +14.4% |
| YTD | +27.3% | +364.6% | -337.3% | +27.5% |
| 1Y | +33.2% | +255.3% | -222.2% | +33.3% |
| 3Y | +64.5% | +89.7% | -25.2% | +66.0% |
| All | +81.6% | +809.0% | -727.4% | +77.9% |
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 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