-24.4%
KVUE vs AEHR
+262.2%
-286.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.2% |
| 7D | -6.1% | +23.0% | -29.1% | -5.8% |
| 30D | -5.6% | -19.9% | +14.4% | -5.8% |
| 3M | -0.3% | +0.5% | -0.9% | 0.0% |
| 6M | +1.4% | +123.6% | -122.2% | +2.4% |
| YTD | +6.7% | +364.6% | -357.9% | +9.1% |
| 1Y | +1.0% | +255.3% | -254.4% | +3.0% |
| 3Y | -5.4% | +89.7% | -95.1% | 0.0% |
| All | -24.4% | +262.2% | -286.6% | -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 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