+145.3%
AEHR vs APD
+36.4%
+109.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.9% | -8.4% | -6.2% |
| 7D | -5.7% | +3.8% | -9.5% | -5.2% |
| 30D | -41.7% | +14.1% | -55.8% | -41.2% |
| 3M | -44.6% | +8.2% | -52.8% | -44.3% |
| 6M | -28.9% | +7.5% | -36.5% | -29.0% |
| YTD | +201.3% | +31.7% | +169.7% | +197.8% |
| 1Y | +145.3% | +35.1% | +110.2% | +151.3% |
| All | +145.3% | +36.4% | +109.0% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling