+70.5%
DOCN vs AEHR
+2,017.4%
-1,946.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.0% | -6.5% | +0.5% |
| 7D | -19.2% | -2.4% | -16.7% | -19.2% |
| 30D | -43.1% | -40.1% | -3.0% | -36.6% |
| 3M | -40.7% | -46.3% | +5.6% | -32.9% |
| 6M | -55.0% | -44.6% | -10.4% | -51.0% |
| YTD | +50.6% | +165.3% | -114.7% | +14.5% |
| 1Y | +54.0% | +126.1% | -72.2% | +20.4% |
| 3Y | +203.9% | +132.2% | +71.7% | +103.8% |
| 5Y | -29.4% | +108.3% | -137.6% | -61.7% |
| All | +70.5% | +2,017.4% | -1,946.9% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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