+292.6%
APP vs AEHR
+107.1%
+185.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +9.0% | +0.9% | +8.3% |
| 7D | +71.2% | -2.4% | +73.6% | +68.9% |
| 30D | +39.1% | -40.1% | +79.1% | +49.1% |
| 3M | +16.5% | -46.3% | +62.8% | +24.4% |
| 6M | -16.6% | -44.6% | +28.1% | -16.6% |
| YTD | -41.9% | +165.3% | -207.3% | -60.7% |
| 1Y | -37.0% | +126.1% | -163.2% | -55.9% |
| 3Y | +892.4% | +132.2% | +760.2% | +468.4% |
| All | +292.6% | +107.1% | +185.6% | +55.7% |
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