-16.0%
JD vs AEHR
+242.2%
-258.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.1% |
| 7D | -2.6% | +23.0% | -25.6% | -3.4% |
| 30D | -15.4% | -19.9% | +4.6% | -14.9% |
| 3M | -5.0% | +0.5% | -5.6% | -6.3% |
| 6M | +0.9% | +123.6% | -122.7% | -6.9% |
| YTD | -2.5% | +364.6% | -367.1% | -17.5% |
| 1Y | -16.0% | +255.3% | -271.4% | -27.7% |
| All | -16.0% | +242.2% | -258.3% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling