+1,969.2%
AEHR vs APD
+191.6%
+1,777.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.5% | -7.4% |
| 7D | +24.2% | +2.2% | +22.0% | +22.8% |
| 30D | -21.2% | +9.4% | -30.7% | -25.1% |
| 3M | -52.8% | +4.7% | -57.4% | -54.2% |
| 6M | -36.9% | +5.5% | -42.4% | -39.8% |
| YTD | +202.3% | +31.4% | +170.9% | +153.4% |
| 1Y | +162.9% | +24.1% | +138.8% | +127.2% |
| 3Y | +149.1% | +28.8% | +120.4% | +106.3% |
| 5Y | +146.2% | +15.8% | +130.5% | +111.5% |
| All | +1,969.2% | +191.6% | +1,777.6% | +1,094.1% |
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