-6.3%
JD vs AEHR
+82.4%
-88.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.3% | -7.3% | -2.4% |
| 7D | -0.8% | +18.5% | -19.3% | -2.0% |
| 30D | -16.0% | -11.9% | -4.1% | -15.8% |
| 3M | -3.2% | -5.0% | +1.8% | -4.7% |
| 6M | +6.1% | +155.0% | -148.9% | -5.5% |
| YTD | -0.1% | +349.7% | -349.8% | -16.7% |
| 1Y | -12.7% | +260.4% | -273.2% | -26.4% |
| 3Y | -6.3% | +83.6% | -89.9% | -26.9% |
| All | -6.3% | +82.4% | -88.7% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling