+654.6%
APP vs AEHR
+68.1%
+586.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +13.1% | -10.9% | +0.6% |
| 7D | +0.9% | +6.7% | -5.9% | 0.0% |
| 30D | -23.3% | -12.7% | -10.6% | -22.8% |
| 3M | -42.6% | -26.0% | -16.6% | -42.5% |
| 6M | -33.6% | +102.2% | -135.8% | -44.8% |
| YTD | -52.4% | +327.2% | -379.7% | -64.9% |
| 1Y | -35.9% | +228.1% | -264.0% | -51.9% |
| All | +654.6% | +68.1% | +586.5% | +474.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling