+6,862.5%
AEHR vs JAAA
+29.4%
+6,833.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +9.8% | +0.1% | +9.7% | +9.7% |
| 30D | -26.7% | +0.5% | -27.3% | -27.1% |
| 3M | -8.1% | +1.3% | -9.4% | -9.1% |
| 6M | +123.1% | +2.8% | +120.3% | +117.6% |
| YTD | +369.0% | +3.3% | +365.7% | +357.5% |
| 1Y | +256.4% | +4.9% | +251.5% | +248.4% |
| 3Y | +96.4% | +19.0% | +77.4% | +136.2% |
| 5Y | +836.6% | +26.9% | +809.7% | +1,102.9% |
| All | +6,862.5% | +29.4% | +6,833.1% | +8,286.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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