+1,024.4%
KR vs AEHR
+542.0%
+482.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.7% |
| 7D | -0.2% | +9.8% | -9.9% | -0.2% |
| 30D | +5.1% | -26.7% | +31.8% | +5.2% |
| 3M | -8.2% | -8.1% | -0.1% | -8.2% |
| 6M | -18.0% | +123.1% | -141.1% | -18.8% |
| YTD | -4.8% | +369.0% | -373.8% | -6.5% |
| 1Y | -11.0% | +256.4% | -267.4% | -12.5% |
| 3Y | +37.7% | +96.4% | -58.7% | +35.3% |
| 5Y | +52.8% | +836.6% | -783.8% | +45.0% |
| 10Y | +128.8% | +3,718.1% | -3,589.4% | +107.8% |
| All | +1,024.4% | +542.0% | +482.4% | +868.1% |
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 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