+228.1%
AEHR vs APD
+6.0%
+222.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.1% |
| 7D | +6.7% | -2.2% | +9.0% | +6.9% |
| 30D | -12.7% | +2.1% | -14.8% | -13.0% |
| 3M | -26.0% | +7.2% | -33.2% | -28.1% |
| 6M | +102.2% | +11.2% | +91.0% | +98.3% |
| YTD | +327.2% | +24.4% | +302.9% | +314.0% |
| 1Y | +228.1% | +6.7% | +221.4% | +224.5% |
| All | +228.1% | +6.0% | +222.1% | +224.5% |
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