+5,837.3%
AEHR vs JEPI
+92.4%
+5,744.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -0.6% |
| 7D | +23.0% | -2.0% | +25.0% | +29.1% |
| 30D | -19.9% | -2.0% | -17.9% | -16.2% |
| 3M | +0.5% | +3.8% | -3.3% | -9.3% |
| 6M | +123.6% | +0.8% | +122.7% | +121.8% |
| YTD | +364.6% | +3.7% | +360.9% | +336.0% |
| 1Y | +255.3% | +7.1% | +248.2% | +212.8% |
| 3Y | +89.7% | +29.4% | +60.3% | +15.5% |
| 5Y | +827.9% | +40.8% | +787.1% | +417.1% |
| All | +5,837.3% | +92.4% | +5,744.9% | +2,450.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling