-8.9%
JD vs AEHR
+156.1%
-165.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.2% | +5.9% | -1.2% |
| 7D | -4.0% | +24.2% | -28.2% | -4.4% |
| 30D | +2.7% | -21.2% | +23.9% | +2.9% |
| 3M | -13.0% | -52.8% | +39.7% | -12.0% |
| 6M | -12.7% | -36.9% | +24.2% | -13.0% |
| YTD | -0.8% | +202.3% | -203.1% | -11.3% |
| 1Y | -8.9% | +162.9% | -171.8% | -17.8% |
| All | -8.9% | +156.1% | -165.0% | -17.8% |
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 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