+256.4%
AEHR vs APD
+3.9%
+252.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +9.8% | -3.3% | +13.0% | +9.9% |
| 30D | -26.7% | -4.2% | -22.6% | -26.6% |
| 3M | -8.1% | +5.4% | -13.5% | -11.2% |
| 6M | +123.1% | +6.3% | +116.8% | +119.2% |
| YTD | +369.0% | +20.3% | +348.7% | +354.2% |
| 1Y | +256.4% | +1.6% | +254.8% | +252.0% |
| All | +256.4% | +3.9% | +252.5% | +252.0% |
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 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