-4.1%
APA vs AEHR
+3,808.7%
-3,812.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.5% |
| 7D | +0.8% | +23.0% | -22.2% | -1.1% |
| 30D | +9.6% | -19.9% | +29.6% | +11.1% |
| 3M | +18.0% | +0.5% | +17.5% | +14.8% |
| 6M | +41.9% | +123.6% | -81.7% | +23.7% |
| YTD | +86.3% | +364.6% | -278.3% | +47.3% |
| 1Y | +97.9% | +255.3% | -157.5% | +59.1% |
| 3Y | +12.8% | +89.7% | -76.9% | -11.1% |
| 5Y | +177.2% | +827.9% | -650.7% | +70.2% |
| All | -4.1% | +3,808.7% | -3,812.9% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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