+146.2%
AEHR vs JBHT
+21.4%
+124.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +24.2% | +4.2% | +20.0% | +20.6% |
| 30D | -21.2% | -0.4% | -20.9% | -20.5% |
| 3M | -52.8% | -17.3% | -35.4% | -45.9% |
| 6M | -36.9% | -3.5% | -33.4% | -37.1% |
| YTD | +202.3% | +18.0% | +184.3% | +166.1% |
| 1Y | +162.9% | +35.5% | +127.3% | +110.0% |
| 3Y | +149.1% | +34.8% | +114.4% | +85.9% |
| 5Y | +146.2% | +19.7% | +126.5% | +97.1% |
| All | +146.2% | +21.4% | +124.8% | +97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling