+228.1%
AEHR vs JBL
+52.3%
+175.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +10.6% |
| 7D | +6.7% | +3.0% | +3.7% | +1.7% |
| 30D | -12.7% | -8.3% | -4.4% | +1.9% |
| 3M | -26.0% | -16.9% | -9.1% | +5.3% |
| 6M | +102.2% | +21.8% | +80.4% | +79.4% |
| YTD | +327.2% | +36.3% | +290.9% | +241.6% |
| 1Y | +228.1% | +49.5% | +178.6% | +138.7% |
| All | +228.1% | +52.3% | +175.8% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling