+133.8%
AEHR vs JEPI
+2.3%
+131.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.8% | +7.8% |
| 7D | +19.1% | -1.1% | +20.2% | +24.3% |
| 30D | -10.0% | -1.3% | -8.7% | -5.9% |
| 3M | +1.3% | +3.3% | -2.0% | -19.4% |
| 6M | +133.8% | +1.0% | +132.8% | +133.0% |
| All | +133.8% | +2.3% | +131.4% | +133.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling