+27,045.1%
APH vs AEHR
+263.2%
+26,781.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.0% | -4.9% | +3.4% |
| 7D | -5.9% | -2.4% | -3.5% | -5.9% |
| 30D | -14.8% | -40.1% | +25.3% | -11.8% |
| 3M | -12.4% | -46.3% | +33.9% | -9.1% |
| 6M | +8.1% | -44.6% | +52.7% | +10.3% |
| YTD | +10.9% | +165.3% | -154.4% | 0.0% |
| 1Y | +8.8% | +126.1% | -117.4% | -1.0% |
| 3Y | +262.1% | +132.2% | +129.9% | +212.1% |
| 5Y | +283.1% | +108.3% | +174.9% | +216.4% |
| 10Y | +908.1% | +1,538.2% | -630.1% | +562.9% |
| All | +27,045.1% | +263.2% | +26,781.9% | +12,671.2% |
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 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