+28,762.8%
APH vs AEHR
+346.0%
+28,416.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +10.4% | -11.2% | -1.6% |
| 7D | +0.4% | +8.1% | -7.7% | -0.3% |
| 30D | -8.0% | -15.9% | +7.9% | -7.1% |
| 3M | -5.0% | -43.9% | +38.9% | -1.7% |
| 6M | +29.9% | -37.1% | +67.0% | +31.3% |
| YTD | +18.0% | +225.8% | -207.8% | +4.7% |
| 1Y | +11.3% | +184.0% | -172.7% | -0.4% |
| 3Y | +274.9% | +168.5% | +106.4% | +219.5% |
| 5Y | +300.6% | +186.2% | +114.3% | +223.7% |
| 10Y | +944.2% | +2,078.1% | -1,133.9% | +572.9% |
| All | +28,762.8% | +346.0% | +28,416.9% | +13,267.9% |
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