+54.3%
JD vs AEHR
+4,512.8%
-4,458.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.1% | -11.2% | +0.8% |
| 7D | -1.7% | +6.7% | -8.4% | -2.2% |
| 30D | -13.2% | -12.7% | -0.5% | -12.7% |
| 3M | -3.2% | -26.0% | +22.8% | -3.1% |
| 6M | +15.2% | +102.2% | -87.0% | +3.9% |
| YTD | +2.0% | +327.2% | -325.3% | -14.8% |
| 1Y | -5.4% | +228.1% | -233.5% | -19.8% |
| 3Y | -9.1% | +67.0% | -76.1% | -23.8% |
| 5Y | -59.6% | +928.1% | -987.7% | -72.3% |
| 10Y | +26.2% | +3,269.5% | -3,243.3% | -26.5% |
| All | +54.3% | +4,512.8% | -4,458.5% | -12.5% |
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 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