+124.8%
AAPL vs AEHR
+775.9%
-651.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +3.7% |
| 7D | -0.5% | +23.0% | -23.5% | -2.3% |
| 30D | +7.1% | -19.9% | +27.0% | +8.4% |
| 3M | +12.1% | +0.5% | +11.6% | +9.1% |
| 6M | +25.4% | +123.6% | -98.1% | +10.6% |
| YTD | +20.5% | +364.6% | -344.2% | -2.7% |
| 1Y | +44.5% | +255.3% | -210.8% | +18.5% |
| 3Y | +85.8% | +89.7% | -3.9% | +49.6% |
| 5Y | +124.8% | +827.9% | -703.1% | +37.2% |
| All | +124.8% | +775.9% | -651.2% | +37.2% |
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 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