+1,659.1%
APO vs AEHR
+2,550.2%
-891.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.7% | +8.4% | +2.2% |
| 7D | +5.8% | +6.4% | -0.6% | +5.2% |
| 30D | +8.9% | -20.3% | +29.2% | +9.7% |
| 3M | -13.6% | -53.8% | +40.1% | -10.0% |
| 6M | -5.4% | -44.8% | +39.4% | -4.6% |
| YTD | -13.6% | +182.2% | -195.9% | -24.9% |
| 1Y | -2.5% | +174.7% | -177.2% | -15.1% |
| 3Y | +50.9% | +143.5% | -92.6% | +24.8% |
| 5Y | +81.4% | +129.9% | -48.5% | +42.7% |
| 10Y | +843.9% | +1,786.8% | -942.8% | +506.9% |
| All | +1,659.1% | +2,550.2% | -891.1% | +866.8% |
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