+29,979.0%
APH vs AEHR
+484.8%
+29,494.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +13.1% | -12.2% | -0.1% |
| 7D | +5.0% | +6.7% | -1.8% | +4.4% |
| 30D | -3.9% | -12.7% | +8.8% | -3.3% |
| 3M | +13.0% | -26.0% | +39.0% | +13.8% |
| 6M | +25.2% | +102.2% | -77.1% | +16.1% |
| YTD | +22.9% | +327.2% | -304.3% | +7.5% |
| 1Y | +47.8% | +228.1% | -180.3% | +30.8% |
| 3Y | +283.0% | +67.0% | +216.0% | +236.1% |
| 5Y | +349.7% | +928.1% | -578.5% | +234.5% |
| 10Y | +1,061.2% | +3,269.5% | -2,208.3% | +627.3% |
| All | +29,979.0% | +484.8% | +29,494.2% | +13,630.3% |
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