+55.8%
DOCS vs AEHR
+96.9%
-41.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -19.2% | +14.9% | -3.9% |
| 7D | -1.3% | -19.7% | +18.3% | -1.0% |
| 30D | +19.4% | -46.6% | +66.0% | +20.7% |
| 3M | +53.4% | -50.2% | +103.6% | +54.6% |
| 6M | +28.8% | -46.1% | +74.8% | +27.7% |
| YTD | -25.1% | +143.5% | -168.6% | -34.0% |
| 1Y | -48.1% | +91.1% | -139.2% | -53.5% |
| All | +55.8% | +96.9% | -41.1% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling