+143.1%
AEHR vs JBHT
+34.7%
+108.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | -8.5% | +0.9% | -9.4% | -8.6% |
| 30D | -29.6% | -1.1% | -28.5% | -28.7% |
| 3M | -43.9% | -14.8% | -29.1% | -38.3% |
| 6M | -38.7% | -7.4% | -31.3% | -37.2% |
| YTD | +195.0% | +17.3% | +177.7% | +168.5% |
| 1Y | +142.3% | +35.3% | +106.9% | +105.5% |
| 3Y | +143.1% | +33.9% | +109.2% | +85.2% |
| All | +143.1% | +34.7% | +108.4% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling