+375.9%
APA vs AEHR
+286.3%
+89.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.3% | +2.1% |
| 7D | +8.5% | +6.4% | +2.2% | +8.0% |
| 30D | +2.8% | -20.3% | +23.1% | +3.5% |
| 3M | +21.7% | -53.8% | +75.5% | +26.1% |
| 6M | +32.6% | -44.8% | +77.4% | +33.0% |
| YTD | +103.7% | +182.2% | -78.5% | +77.7% |
| 1Y | +101.8% | +174.7% | -72.9% | +76.3% |
| 3Y | +48.1% | +143.5% | -95.4% | +23.6% |
| 5Y | +91.9% | +129.9% | -38.0% | +53.0% |
| 10Y | +8.4% | +1,786.8% | -1,778.4% | -30.2% |
| All | +375.9% | +286.3% | +89.6% | +155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling