+917.8%
AEHR vs APD
+26.2%
+891.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.4% | +6.1% |
| 7D | +18.5% | -2.5% | +21.0% | +20.5% |
| 30D | -11.9% | -1.9% | -10.0% | -11.3% |
| 3M | -5.0% | +8.2% | -13.2% | -12.8% |
| 6M | +155.0% | +10.7% | +144.2% | +131.2% |
| YTD | +349.7% | +22.9% | +326.8% | +274.0% |
| 1Y | +260.4% | +5.8% | +254.6% | +232.9% |
| 3Y | +83.6% | +7.8% | +75.8% | +61.5% |
| 5Y | +917.8% | +26.1% | +891.7% | +652.1% |
| All | +917.8% | +26.2% | +891.6% | +652.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling