-61.6%
JD vs AEHR
+976.1%
-1,037.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.3% | -7.7% | -3.0% |
| 7D | -3.0% | +19.1% | -22.1% | -4.8% |
| 30D | -19.3% | -10.0% | -9.3% | -19.1% |
| 3M | -6.0% | +1.3% | -7.3% | -9.0% |
| 6M | +1.8% | +133.8% | -132.0% | -12.9% |
| YTD | -2.6% | +373.3% | -375.9% | -25.3% |
| 1Y | -17.4% | +256.2% | -273.6% | -35.2% |
| 3Y | -8.6% | +93.2% | -101.8% | -28.6% |
| 5Y | -61.6% | +793.1% | -854.7% | -80.5% |
| All | -61.6% | +976.1% | -1,037.7% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling