+358.8%
APP vs AEHR
+889.0%
-530.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.3% | -7.9% | -3.6% |
| 7D | +0.1% | +18.5% | -18.5% | -3.1% |
| 30D | -10.0% | -11.9% | +1.9% | -9.4% |
| 3M | -44.6% | -5.0% | -39.6% | -46.9% |
| 6M | -37.9% | +155.0% | -192.8% | -53.8% |
| YTD | -53.7% | +349.7% | -403.4% | -69.9% |
| 1Y | -43.0% | +260.4% | -303.4% | -62.3% |
| 3Y | +640.8% | +83.6% | +557.2% | +394.2% |
| 5Y | +358.8% | +917.8% | -559.0% | +66.3% |
| All | +358.8% | +889.0% | -530.2% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling