-73.2%
DOCS vs AEHR
+861.6%
-934.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +13.1% | -15.9% | -4.0% |
| 7D | -1.4% | +6.7% | -8.2% | -2.2% |
| 30D | +21.8% | -12.7% | +34.5% | +22.2% |
| 3M | +27.3% | -26.0% | +53.3% | +27.0% |
| 6M | -0.3% | +102.2% | -102.5% | -15.7% |
| YTD | -40.5% | +327.2% | -367.7% | -55.8% |
| 1Y | -61.5% | +228.1% | -289.7% | -70.8% |
| 3Y | +8.2% | +67.0% | -58.9% | -16.5% |
| All | -73.2% | +861.6% | -934.8% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling