+367.9%
APP vs AEHR
+4,109.7%
-3,741.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.3% | -7.5% | -3.0% |
| 7D | -4.4% | +19.1% | -23.5% | -6.8% |
| 30D | -10.0% | -10.0% | 0.0% | -9.7% |
| 3M | -41.4% | +1.3% | -42.8% | -43.8% |
| 6M | -41.0% | +133.8% | -174.8% | -52.1% |
| YTD | -54.7% | +373.3% | -428.0% | -67.5% |
| 1Y | -45.3% | +256.2% | -301.5% | -59.8% |
| 3Y | +624.3% | +93.2% | +531.0% | +422.5% |
| 5Y | +329.1% | +793.1% | -464.0% | +130.2% |
| All | +367.9% | +4,109.7% | -3,741.8% | +141.0% |
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