+94.5%
AEHR vs DKS
+27.3%
+67.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | +23.0% | -4.7% | +27.7% | +25.6% |
| 30D | -19.9% | -35.1% | +15.1% | -4.2% |
| 3M | +0.5% | -37.7% | +38.2% | +20.1% |
| 6M | +123.6% | -30.7% | +154.3% | +152.1% |
| YTD | +364.6% | -31.9% | +396.6% | +432.1% |
| 1Y | +255.3% | -40.0% | +295.3% | +339.7% |
| All | +94.5% | +27.3% | +67.2% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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