+916.7%
APO vs AEHR
+3,845.4%
-2,928.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | -3.5% | +9.8% | -13.3% | -4.4% |
| 30D | -6.6% | -26.7% | +20.2% | -4.4% |
| 3M | -3.3% | -8.1% | +4.8% | -4.7% |
| 6M | +22.6% | +123.1% | -100.5% | +8.8% |
| YTD | -9.8% | +369.0% | -378.8% | -26.6% |
| 1Y | -3.9% | +256.4% | -260.3% | -20.4% |
| 3Y | +52.5% | +96.4% | -43.9% | +23.5% |
| 5Y | +134.0% | +836.6% | -702.6% | +55.5% |
| All | +916.7% | +3,845.4% | -2,928.7% | +451.5% |
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