+528.8%
APP vs AEHR
+2,534.8%
-2,006.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +11.6% | -6.8% | +3.3% |
| 7D | +79.2% | +16.2% | +63.0% | +73.2% |
| 30D | +48.0% | -29.3% | +77.3% | +52.7% |
| 3M | +18.2% | -42.0% | +60.2% | +23.2% |
| 6M | -12.5% | -38.5% | +26.0% | -13.2% |
| YTD | -39.2% | +196.2% | -235.4% | -54.4% |
| 1Y | -33.9% | +144.3% | -178.2% | -49.0% |
| 3Y | +933.3% | +158.0% | +775.2% | +595.9% |
| 5Y | +295.9% | +144.4% | +151.4% | +120.9% |
| All | +528.8% | +2,534.8% | -2,006.0% | +238.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling