+355.9%
APH vs AEHR
+861.6%
-505.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +13.1% | -12.2% | -0.6% |
| 7D | +5.0% | +6.7% | -1.8% | +4.0% |
| 30D | -3.9% | -12.7% | +8.8% | -2.9% |
| 3M | +13.0% | -26.0% | +39.0% | +14.2% |
| 6M | +25.2% | +102.2% | -77.1% | +10.7% |
| YTD | +22.9% | +327.2% | -304.3% | -1.0% |
| 1Y | +47.8% | +228.1% | -180.3% | +21.1% |
| 3Y | +283.0% | +67.0% | +216.0% | +210.4% |
| All | +355.9% | +861.6% | -505.7% | +183.2% |
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 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