+1,867.4%
AEHR vs JBHT
+191.4%
+1,676.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.1% | +8.5% | +10.0% |
| 7D | +16.2% | +0.2% | +16.0% | +16.6% |
| 30D | -29.3% | -2.2% | -27.2% | -28.2% |
| 3M | -42.0% | -16.5% | -25.5% | -36.4% |
| 6M | -38.5% | -8.4% | -30.1% | -36.4% |
| YTD | +196.2% | +16.1% | +180.2% | +177.5% |
| 1Y | +144.3% | +31.9% | +112.4% | +115.7% |
| 3Y | +158.0% | +34.1% | +123.9% | +119.5% |
| 5Y | +144.4% | +20.1% | +124.3% | +118.8% |
| 10Y | +1,867.4% | +184.7% | +1,682.8% | +1,381.2% |
| All | +1,867.4% | +191.4% | +1,676.0% | +1,381.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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