+126.4%
AEHR vs JBHT
+17.1%
+109.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.6% | +9.5% |
| 7D | -2.4% | -1.6% | -0.8% | -0.8% |
| 30D | -40.1% | -2.3% | -37.8% | -38.8% |
| 3M | -46.3% | -18.5% | -27.8% | -37.9% |
| 6M | -44.6% | -11.3% | -33.4% | -41.1% |
| YTD | +165.3% | +12.6% | +152.8% | +141.4% |
| 1Y | +126.1% | +29.8% | +96.4% | +86.1% |
| 3Y | +132.2% | +28.1% | +104.1% | +79.6% |
| All | +126.4% | +17.1% | +109.3% | +80.4% |
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