+1,030.6%
APH vs AEHR
+3,808.7%
-2,778.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.2% |
| 7D | -2.2% | +23.0% | -25.2% | -4.1% |
| 30D | -4.0% | -19.9% | +15.9% | -2.5% |
| 3M | +7.7% | +0.5% | +7.2% | +5.9% |
| 6M | +17.8% | +123.6% | -105.8% | +6.7% |
| YTD | +19.2% | +364.6% | -345.5% | +0.7% |
| 1Y | +35.7% | +255.3% | -219.7% | +16.2% |
| 3Y | +282.9% | +89.7% | +193.2% | +222.3% |
| 5Y | +345.6% | +827.9% | -482.3% | +218.9% |
| All | +1,030.6% | +3,808.7% | -2,778.1% | +593.2% |
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 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