+54.6%
JD vs AEHR
+3,085.6%
-3,031.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +5.2% | -8.5% | +13.7% | +5.6% |
| 30D | +4.5% | -29.6% | +34.1% | +6.4% |
| 3M | -15.4% | -43.9% | +28.5% | -13.1% |
| 6M | -6.0% | -38.7% | +32.7% | -6.4% |
| YTD | +2.2% | +195.0% | -192.9% | -13.2% |
| 1Y | -6.7% | +142.3% | -148.9% | -19.5% |
| 3Y | +20.5% | +143.1% | -122.6% | -3.0% |
| 5Y | -58.4% | +162.7% | -221.1% | -69.1% |
| 10Y | +32.5% | +1,940.1% | -1,907.6% | -21.0% |
| All | +54.6% | +3,085.6% | -3,031.0% | -10.8% |
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 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