+175.6%
APA vs AEHR
+976.1%
-800.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +2.5% |
| 7D | +0.3% | +19.1% | -18.8% | -1.3% |
| 30D | +9.3% | -10.0% | +19.3% | +9.6% |
| 3M | +23.3% | +1.3% | +22.0% | +19.9% |
| 6M | +39.5% | +133.8% | -94.3% | +19.3% |
| YTD | +87.6% | +373.3% | -285.7% | +43.1% |
| 1Y | +114.2% | +256.2% | -141.9% | +67.1% |
| 3Y | +13.6% | +93.2% | -79.7% | -13.5% |
| 5Y | +175.6% | +793.1% | -617.5% | +41.3% |
| All | +175.6% | +976.1% | -800.5% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling