+712.1%
AEHR vs JBL
+409.3%
+302.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.1% | -4.9% |
| 7D | +9.8% | +2.4% | +7.4% | +6.5% |
| 30D | -26.7% | -13.1% | -13.6% | -13.0% |
| 3M | -8.1% | -15.6% | +7.5% | +17.7% |
| 6M | +123.1% | +24.6% | +98.5% | +100.0% |
| YTD | +369.0% | +39.6% | +329.4% | +282.1% |
| 1Y | +256.4% | +48.6% | +207.8% | +173.6% |
| 3Y | +96.4% | +197.3% | -100.9% | -36.0% |
| All | +712.1% | +409.3% | +302.7% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling