+5,893.0%
AEHR vs JEPI
+93.8%
+5,799.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | -0.8% |
| 7D | +9.8% | -1.0% | +10.8% | +12.3% |
| 30D | -26.7% | -1.4% | -25.3% | -24.5% |
| 3M | -8.1% | +3.5% | -11.6% | -16.7% |
| 6M | +123.1% | +1.9% | +121.1% | +115.5% |
| YTD | +369.0% | +4.4% | +364.6% | +332.6% |
| 1Y | +256.4% | +7.2% | +249.2% | +212.7% |
| 3Y | +96.4% | +29.8% | +66.6% | +18.5% |
| 5Y | +836.6% | +41.7% | +794.9% | +413.1% |
| All | +5,893.0% | +93.8% | +5,799.3% | +2,431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling