-38.7%
DOCS vs AEHR
+1,968.3%
-2,007.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.0% | -11.0% | -2.7% |
| 7D | -0.8% | -2.4% | +1.6% | -1.1% |
| 30D | +17.4% | -40.1% | +57.5% | +21.3% |
| 3M | +57.4% | -46.3% | +103.6% | +62.3% |
| 6M | +26.5% | -44.6% | +71.2% | +25.9% |
| YTD | -26.6% | +165.3% | -191.9% | -40.9% |
| 1Y | -48.1% | +126.1% | -174.2% | -57.5% |
| 3Y | +52.6% | +132.2% | -79.6% | +12.4% |
| 5Y | -52.1% | +108.3% | -160.4% | -70.0% |
| All | -38.7% | +1,968.3% | -2,007.0% | -63.3% |
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