+136.5%
AEHR vs DOC
-21.9%
+158.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.1% | -9.7% | -8.4% |
| 7D | -5.7% | +8.7% | -14.5% | -10.7% |
| 30D | -41.7% | +7.6% | -49.4% | -45.0% |
| 3M | -44.6% | -5.3% | -39.4% | -43.6% |
| 6M | -28.9% | +27.6% | -56.5% | -43.1% |
| YTD | +201.3% | +32.4% | +168.9% | +133.5% |
| 1Y | +145.3% | +22.9% | +122.5% | +100.9% |
| 3Y | +148.3% | +43.1% | +105.2% | +70.9% |
| All | +136.5% | -21.9% | +158.4% | +187.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling