-24.5%
KVUE vs AEHR
+265.6%
-290.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | 0.0% |
| 7D | -5.1% | +9.8% | -14.9% | -5.0% |
| 30D | -6.3% | -26.7% | +20.4% | -6.7% |
| 3M | -0.5% | -8.1% | +7.6% | -0.2% |
| 6M | +3.1% | +123.1% | -120.0% | +4.1% |
| YTD | +6.7% | +369.0% | -362.3% | +9.1% |
| 1Y | -1.1% | +256.4% | -257.5% | +0.8% |
| 3Y | -8.7% | +96.4% | -105.1% | -3.6% |
| All | -24.5% | +265.6% | -290.1% | -24.0% |
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 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