+91.1%
AEHR vs DOC
-22.1%
+113.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.2% | -0.2% | -19.0% | -19.1% |
| 7D | -19.7% | +6.2% | -25.9% | -22.7% |
| 30D | -46.6% | +6.5% | -53.1% | -49.2% |
| 3M | -50.2% | -6.2% | -44.0% | -48.9% |
| 6M | -46.1% | +25.6% | -71.7% | -56.3% |
| YTD | +143.5% | +32.1% | +111.4% | +89.0% |
| 1Y | +91.1% | +20.3% | +70.8% | +59.0% |
| 3Y | +100.7% | +42.7% | +57.9% | +38.3% |
| 5Y | +91.1% | -22.2% | +113.3% | +133.0% |
| All | +91.1% | -22.1% | +113.2% | +133.0% |
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