+318.0%
APA vs AEHR
+484.8%
-166.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.1% | -16.3% | -4.0% |
| 7D | +0.5% | +6.7% | -6.2% | 0.0% |
| 30D | +23.4% | -12.7% | +36.1% | +23.9% |
| 3M | +12.7% | -26.0% | +38.7% | +12.7% |
| 6M | +39.4% | +102.2% | -62.8% | +27.5% |
| YTD | +79.0% | +327.2% | -248.3% | +53.7% |
| 1Y | +88.8% | +228.1% | -139.3% | +63.9% |
| 3Y | +6.4% | +67.0% | -60.7% | -8.3% |
| 5Y | +153.0% | +928.1% | -775.1% | +84.9% |
| 10Y | +7.5% | +3,269.5% | -3,262.0% | -32.6% |
| All | +318.0% | +484.8% | -166.8% | +120.6% |
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