+312.5%
AEHR vs DOC
+646.1%
-333.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.1% | -9.7% | -7.4% |
| 7D | -5.7% | +8.7% | -14.5% | -8.0% |
| 30D | -41.7% | +7.6% | -49.4% | -43.2% |
| 3M | -44.6% | -5.3% | -39.4% | -44.2% |
| 6M | -28.9% | +27.6% | -56.5% | -34.5% |
| YTD | +201.3% | +32.4% | +168.9% | +174.7% |
| 1Y | +145.3% | +22.9% | +122.5% | +128.1% |
| 3Y | +148.3% | +43.1% | +105.2% | +122.2% |
| 5Y | +137.1% | -21.4% | +158.5% | +146.8% |
| 10Y | +1,760.6% | +16.8% | +1,743.7% | +1,612.2% |
| All | +312.5% | +646.1% | -333.6% | +175.3% |
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