+542.1%
KO vs AEHR
+536.0%
+6.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.3% |
| 7D | -1.1% | +23.0% | -24.1% | -1.3% |
| 30D | +1.6% | -19.9% | +21.5% | +1.7% |
| 3M | +5.8% | +0.5% | +5.2% | +5.5% |
| 6M | +14.3% | +123.6% | -109.3% | +12.8% |
| YTD | +27.3% | +364.6% | -337.3% | +24.5% |
| 1Y | +33.2% | +255.3% | -222.2% | +30.4% |
| 3Y | +64.5% | +89.7% | -25.2% | +60.8% |
| 5Y | +83.1% | +827.9% | -744.8% | +73.2% |
| 10Y | +183.9% | +3,682.7% | -3,498.7% | +157.6% |
| All | +542.1% | +536.0% | +6.1% | +470.0% |
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