+126.4%
AEHR vs DOCU
-71.0%
+197.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.7% | +10.6% | +9.6% |
| 7D | -2.4% | -5.5% | +3.1% | -0.4% |
| 30D | -40.1% | +12.6% | -52.7% | -43.0% |
| 3M | -46.3% | +36.4% | -82.7% | -53.6% |
| 6M | -44.6% | +66.8% | -111.4% | -57.7% |
| YTD | +165.3% | +13.5% | +151.9% | +133.4% |
| 1Y | +126.1% | +11.3% | +114.8% | +101.0% |
| 3Y | +132.2% | +92.1% | +40.1% | +42.7% |
| All | +126.4% | -71.0% | +197.4% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling