+6,926.5%
AEHR vs JAAA
+29.3%
+6,897.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.2% | +5.2% |
| 7D | +19.1% | +0.1% | +19.0% | +19.0% |
| 30D | -10.0% | +0.5% | -10.5% | -10.4% |
| 3M | +1.3% | +1.2% | +0.1% | +0.2% |
| 6M | +133.8% | +2.7% | +131.0% | +128.1% |
| YTD | +373.3% | +3.2% | +370.1% | +362.0% |
| 1Y | +256.2% | +4.8% | +251.4% | +248.3% |
| 3Y | +93.2% | +19.0% | +74.3% | +132.9% |
| 5Y | +793.1% | +26.8% | +766.3% | +1,044.6% |
| All | +6,926.5% | +29.3% | +6,897.2% | +8,366.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling