+133.4%
KR vs AEHR
+3,845.4%
-3,712.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.7% |
| 7D | -0.2% | +9.8% | -9.9% | -0.1% |
| 30D | +5.1% | -26.7% | +31.8% | +4.8% |
| 3M | -8.2% | -8.1% | -0.1% | -8.0% |
| 6M | -18.0% | +123.1% | -141.1% | -17.6% |
| YTD | -4.8% | +369.0% | -373.8% | -4.4% |
| 1Y | -11.0% | +256.4% | -267.4% | -10.7% |
| 3Y | +37.7% | +96.4% | -58.7% | +38.8% |
| 5Y | +52.8% | +836.6% | -783.8% | +49.2% |
| All | +133.4% | +3,845.4% | -3,712.0% | +120.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling