+836.6%
AEHR vs DOC
-24.5%
+861.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.8% | +14.9% | +14.2% |
| 7D | +6.7% | -1.5% | +8.2% | +7.6% |
| 30D | -12.7% | -4.8% | -7.9% | -10.4% |
| 3M | -26.0% | +6.9% | -32.9% | -30.9% |
| 6M | +102.2% | +20.7% | +81.5% | +73.0% |
| YTD | +327.2% | +34.1% | +293.1% | +237.1% |
| 1Y | +228.1% | +22.6% | +205.5% | +175.6% |
| 3Y | +67.0% | +20.8% | +46.2% | +36.3% |
| All | +836.6% | -24.5% | +861.1% | +820.6% |
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