+132.1%
APO vs AEHR
+775.9%
-643.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.1% |
| 7D | -4.9% | +23.0% | -27.9% | -7.2% |
| 30D | -8.4% | -19.9% | +11.5% | -6.9% |
| 3M | -2.1% | +0.5% | -2.6% | -5.0% |
| 6M | +19.2% | +123.6% | -104.3% | +2.0% |
| YTD | -10.5% | +364.6% | -375.2% | -32.0% |
| 1Y | -2.7% | +255.3% | -258.0% | -24.4% |
| 3Y | +52.5% | +89.7% | -37.2% | +16.9% |
| 5Y | +132.1% | +827.9% | -695.8% | +20.7% |
| All | +132.1% | +775.9% | -643.8% | +20.7% |
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