+31.7%
KRE vs AEHR
+817.5%
-785.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -1.8% | +9.8% | -11.6% | -2.7% |
| 30D | -4.5% | -26.7% | +22.2% | -2.3% |
| 3M | +2.7% | -8.1% | +10.8% | +1.1% |
| 6M | +16.9% | +123.1% | -106.2% | +2.9% |
| YTD | +15.4% | +369.0% | -353.6% | -7.5% |
| 1Y | +16.1% | +256.4% | -240.3% | -5.3% |
| 3Y | +85.7% | +96.4% | -10.6% | +48.0% |
| All | +31.7% | +817.5% | -785.9% | -14.5% |
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 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