+113.1%
AEHR vs DOC
+43.2%
+69.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.2% | -0.2% | -19.0% | -19.1% |
| 7D | -19.7% | +6.2% | -25.9% | -21.8% |
| 30D | -46.6% | +6.5% | -53.1% | -48.4% |
| 3M | -50.2% | -6.2% | -44.0% | -49.0% |
| 6M | -46.1% | +25.6% | -71.7% | -54.6% |
| YTD | +143.5% | +32.1% | +111.4% | +97.5% |
| 1Y | +91.1% | +20.3% | +70.8% | +64.9% |
| All | +113.1% | +43.2% | +69.9% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling