+94.5%
AEHR vs JBL
+181.3%
-86.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | +1.1% |
| 7D | +23.0% | -1.0% | +24.0% | +24.5% |
| 30D | -19.9% | -15.1% | -4.9% | -3.4% |
| 3M | +0.5% | -14.0% | +14.6% | +24.9% |
| 6M | +123.6% | +20.6% | +103.0% | +116.1% |
| YTD | +364.6% | +32.9% | +331.7% | +324.0% |
| 1Y | +255.3% | +40.5% | +214.8% | +212.5% |
| All | +94.5% | +181.3% | -86.7% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling