+1,804.4%
APO vs AEHR
+3,912.1%
-2,107.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +13.1% | -13.7% | -1.6% |
| 7D | -1.0% | +6.7% | -7.8% | -1.6% |
| 30D | +3.5% | -12.7% | +16.1% | +4.0% |
| 3M | +4.5% | -26.0% | +30.5% | +4.9% |
| 6M | +22.8% | +102.2% | -79.4% | +12.3% |
| YTD | -6.5% | +327.2% | -333.7% | -20.2% |
| 1Y | +0.8% | +228.1% | -227.3% | -12.8% |
| 3Y | +62.0% | +67.0% | -5.1% | +38.5% |
| 5Y | +138.2% | +928.1% | -789.9% | +72.8% |
| 10Y | +940.3% | +3,269.5% | -2,329.3% | +550.5% |
| All | +1,804.4% | +3,912.1% | -2,107.7% | +927.3% |
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