+827.9%
AEHR vs APTV
-69.7%
+897.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.5% | -3.9% |
| 7D | +23.0% | -1.8% | +24.8% | +24.3% |
| 30D | -19.9% | -7.9% | -12.0% | -15.0% |
| 3M | +0.5% | -29.9% | +30.4% | +29.7% |
| 6M | +123.6% | -36.6% | +160.2% | +210.3% |
| YTD | +364.6% | -40.0% | +404.6% | +560.0% |
| 1Y | +255.3% | -44.0% | +299.4% | +443.4% |
| 3Y | +89.7% | -54.5% | +144.2% | +234.5% |
| 5Y | +827.9% | -68.8% | +896.7% | +2,923.6% |
| All | +827.9% | -69.7% | +897.5% | +2,923.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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