+484.8%
AEHR vs DOC
+655.9%
-171.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.8% | +14.9% | +13.6% |
| 7D | +6.7% | -1.5% | +8.2% | +7.1% |
| 30D | -12.7% | -4.8% | -7.9% | -11.7% |
| 3M | -26.0% | +6.9% | -32.9% | -28.0% |
| 6M | +102.2% | +20.7% | +81.5% | +90.3% |
| YTD | +327.2% | +34.1% | +293.1% | +290.3% |
| 1Y | +228.1% | +22.6% | +205.5% | +207.1% |
| 3Y | +67.0% | +20.8% | +46.2% | +57.2% |
| 5Y | +928.1% | -24.9% | +953.0% | +983.3% |
| 10Y | +3,269.5% | -1.8% | +3,271.4% | +3,126.2% |
| All | +484.8% | +655.9% | -171.1% | +291.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling