+665.2%
JCI vs AEHR
+286.3%
+378.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.4% | -1.8% |
| 7D | +3.2% | +6.4% | -3.2% | +2.7% |
| 30D | -8.6% | -20.3% | +11.7% | -7.6% |
| 3M | -7.7% | -53.8% | +46.0% | -4.0% |
| 6M | -2.6% | -44.8% | +42.2% | -1.0% |
| YTD | +17.4% | +182.2% | -164.9% | +6.8% |
| 1Y | +16.9% | +174.7% | -157.8% | +6.5% |
| 3Y | +186.7% | +143.5% | +43.2% | +151.5% |
| 5Y | +95.4% | +129.9% | -34.5% | +65.1% |
| 10Y | +292.7% | +1,786.8% | -1,494.0% | +173.6% |
| All | +665.2% | +286.3% | +378.9% | +324.1% |
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