+527.5%
APP vs AEHR
+2,410.1%
-1,882.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.7% | +10.6% | +4.8% |
| 7D | +4.6% | +6.4% | -1.8% | +3.6% |
| 30D | +56.0% | -20.3% | +76.3% | +58.2% |
| 3M | +30.8% | -53.8% | +84.6% | +41.1% |
| 6M | -9.8% | -44.8% | +35.0% | -9.1% |
| YTD | -39.3% | +182.2% | -221.5% | -54.2% |
| 1Y | -26.4% | +174.7% | -201.2% | -44.4% |
| 3Y | +887.9% | +143.5% | +744.4% | +569.2% |
| 5Y | +264.1% | +129.9% | +134.2% | +104.2% |
| All | +527.5% | +2,410.1% | -1,882.7% | +239.1% |
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