+3,753.2%
AEHR vs APD
+162.9%
+3,590.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.7% |
| 7D | +19.1% | -4.6% | +23.7% | +22.0% |
| 30D | -10.0% | -4.2% | -5.8% | -8.3% |
| 3M | +1.3% | +5.0% | -3.7% | -3.3% |
| 6M | +133.8% | +8.9% | +124.8% | +119.2% |
| YTD | +373.3% | +21.9% | +351.4% | +314.9% |
| 1Y | +256.2% | +5.6% | +250.6% | +235.5% |
| 3Y | +93.2% | +6.9% | +86.4% | +76.7% |
| 5Y | +793.1% | +25.3% | +767.7% | +656.2% |
| 10Y | +3,753.2% | +169.1% | +3,584.2% | +2,289.0% |
| All | +3,753.2% | +162.9% | +3,590.3% | +2,289.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling