-37.4%
DOCS vs AEHR
+2,256.8%
-2,294.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | +0.5% |
| 7D | +0.1% | +24.2% | -24.1% | -1.8% |
| 30D | +8.7% | -21.2% | +29.9% | +9.8% |
| 3M | +32.9% | -52.8% | +85.6% | +38.7% |
| 6M | +25.5% | -36.9% | +62.4% | +23.6% |
| YTD | -25.0% | +202.3% | -227.4% | -40.3% |
| 1Y | -34.9% | +162.9% | -197.7% | -47.4% |
| 3Y | +39.3% | +149.1% | -109.8% | +2.3% |
| 5Y | -54.8% | +146.2% | -201.0% | -72.0% |
| All | -37.4% | +2,256.8% | -2,294.1% | -62.9% |
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