+10.3%
APA vs AEHR
+82.4%
-72.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.4% | +1.6% |
| 7D | -1.7% | +18.5% | -20.2% | -2.6% |
| 30D | +15.7% | -11.9% | +27.6% | +16.0% |
| 3M | +16.5% | -5.0% | +21.5% | +15.0% |
| 6M | +35.1% | +155.0% | -119.9% | +19.3% |
| YTD | +82.2% | +349.7% | -267.5% | +47.9% |
| 1Y | +102.5% | +260.4% | -158.0% | +66.1% |
| 3Y | +10.3% | +83.6% | -73.3% | -18.1% |
| All | +10.3% | +82.4% | -72.1% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling