+712.1%
AEHR vs DKS
+13.6%
+698.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.2% |
| 7D | +9.8% | -3.0% | +12.7% | +11.3% |
| 30D | -26.7% | -33.4% | +6.6% | -12.6% |
| 3M | -8.1% | -39.4% | +31.3% | +13.1% |
| 6M | +123.1% | -30.1% | +153.2% | +154.3% |
| YTD | +369.0% | -31.0% | +400.0% | +441.1% |
| 1Y | +256.4% | -40.2% | +296.5% | +350.0% |
| 3Y | +96.4% | +30.9% | +65.4% | +48.7% |
| All | +712.1% | +13.6% | +698.4% | +397.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling