+91.1%
AEHR vs DOCU
-71.9%
+163.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.2% | -2.0% | -17.2% | -18.5% |
| 7D | -19.7% | -3.2% | -16.5% | -18.7% |
| 30D | -46.6% | +15.7% | -62.3% | -49.7% |
| 3M | -50.2% | +37.3% | -87.5% | -57.0% |
| 6M | -46.1% | +63.1% | -109.2% | -58.3% |
| YTD | +143.5% | +15.4% | +128.1% | +113.1% |
| 1Y | +91.1% | +11.3% | +79.7% | +70.5% |
| 3Y | +100.7% | +92.1% | +8.6% | +24.1% |
| 5Y | +91.1% | -70.5% | +161.6% | +99.1% |
| All | +91.1% | -71.9% | +163.0% | +99.1% |
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