+95.0%
JCI vs AEHR
+126.8%
-31.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.4% | -1.5% |
| 7D | +3.2% | +6.4% | -3.2% | +2.4% |
| 30D | -8.6% | -20.3% | +11.7% | -6.9% |
| 3M | -7.7% | -53.8% | +46.0% | -1.0% |
| 6M | -2.6% | -44.8% | +42.2% | 0.0% |
| YTD | +17.4% | +182.2% | -164.9% | -1.3% |
| 1Y | +16.9% | +174.7% | -157.8% | -1.6% |
| 3Y | +186.7% | +143.5% | +43.2% | +123.0% |
| All | +95.0% | +126.8% | -31.8% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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