+701.6%
JCI vs AEHR
+515.5%
+186.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | +0.7% |
| 7D | +5.1% | +18.5% | -13.4% | +4.0% |
| 30D | -3.8% | -11.9% | +8.1% | -3.4% |
| 3M | +1.9% | -5.0% | +6.9% | +0.9% |
| 6M | +11.2% | +155.0% | -143.8% | +2.9% |
| YTD | +22.9% | +349.7% | -326.7% | +9.3% |
| 1Y | +37.4% | +260.4% | -223.0% | +22.9% |
| 3Y | +167.8% | +83.6% | +84.2% | +137.9% |
| 5Y | +115.0% | +917.8% | -802.8% | +67.7% |
| 10Y | +325.3% | +3,517.1% | -3,191.8% | +185.7% |
| All | +701.6% | +515.5% | +186.1% | +333.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling