+1,867.4%
AEHR vs JBHT
+192.0%
+1,675.4%
-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% | +0.4% | +15.8% | +16.5% |
| 30D | -29.3% | -2.0% | -27.4% | -28.3% |
| 3M | -42.0% | -16.3% | -25.7% | -36.5% |
| 6M | -38.5% | -8.2% | -30.2% | -36.5% |
| YTD | +196.2% | +16.3% | +179.9% | +177.2% |
| 1Y | +144.3% | +32.2% | +112.1% | +115.5% |
| 3Y | +158.0% | +34.4% | +123.6% | +119.3% |
| 5Y | +144.4% | +20.3% | +124.1% | +118.6% |
| 10Y | +1,867.4% | +185.2% | +1,682.2% | +1,379.7% |
| All | +1,867.4% | +192.0% | +1,675.4% | +1,379.7% |
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