+1,831.5%
AEHR vs JBHT
+182.5%
+1,649.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -8.9% | -7.9% |
| 7D | +6.4% | +7.0% | -0.7% | +2.6% |
| 30D | -20.3% | +0.5% | -20.8% | -20.2% |
| 3M | -53.8% | -17.4% | -36.4% | -49.1% |
| 6M | -44.8% | -1.7% | -43.1% | -45.1% |
| YTD | +182.2% | +20.7% | +161.5% | +158.6% |
| 1Y | +174.7% | +41.1% | +133.7% | +133.9% |
| 3Y | +143.5% | +38.0% | +105.5% | +103.6% |
| 5Y | +129.9% | +22.5% | +107.4% | +102.1% |
| All | +1,831.5% | +182.5% | +1,649.1% | +1,257.9% |
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