-37.1%
DOCS vs AEHR
+2,100.0%
-2,137.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +0.9% |
| 7D | +2.6% | +6.4% | -3.8% | +1.9% |
| 30D | +11.4% | -20.3% | +31.7% | +12.5% |
| 3M | +25.4% | -53.8% | +79.2% | +31.1% |
| 6M | +42.5% | -44.8% | +87.4% | +42.3% |
| YTD | -24.7% | +182.2% | -206.9% | -39.7% |
| 1Y | -32.9% | +174.7% | -207.7% | -46.3% |
| 3Y | +39.6% | +143.5% | -103.9% | +2.4% |
| 5Y | -54.6% | +129.9% | -184.5% | -71.7% |
| All | -37.1% | +2,100.0% | -2,137.1% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling