+228.1%
AEHR vs DOC
+23.9%
+204.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.8% | +14.9% | +13.5% |
| 7D | +6.7% | -1.5% | +8.2% | +7.0% |
| 30D | -12.7% | -4.8% | -7.9% | -11.7% |
| 3M | -26.0% | +6.9% | -32.9% | -29.2% |
| 6M | +102.2% | +20.7% | +81.5% | +83.7% |
| YTD | +327.2% | +34.1% | +293.1% | +267.5% |
| 1Y | +228.1% | +22.6% | +205.5% | +193.5% |
| All | +228.1% | +23.9% | +204.2% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling