+67.8%
AEHR vs DOCU
+33.7%
+34.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.7% | +9.4% | +12.5% |
| 7D | +6.7% | +6.9% | -0.1% | +5.7% |
| 30D | -12.7% | +19.0% | -31.7% | -15.5% |
| 3M | -26.0% | +34.3% | -60.3% | -30.5% |
| 6M | +102.2% | +48.0% | +54.2% | +80.8% |
| YTD | +327.2% | 0.0% | +327.2% | +333.7% |
| 1Y | +228.1% | -10.3% | +238.4% | +246.1% |
| All | +67.8% | +33.7% | +34.1% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 3y: compounded portfolio wealth divided by compounded DOCU 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…
3y analysis · Full analysis span regression · 6 months rolling