+50.1%
JD vs AEHR
+3,164.2%
-3,114.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.2% | +5.9% | -0.7% |
| 7D | -4.0% | +24.2% | -28.2% | -5.7% |
| 30D | +2.7% | -21.2% | +23.9% | +3.6% |
| 3M | -13.0% | -52.8% | +39.7% | -9.3% |
| 6M | -12.7% | -36.9% | +24.2% | -13.2% |
| YTD | -0.8% | +202.3% | -203.1% | -16.0% |
| 1Y | -8.9% | +162.9% | -171.8% | -22.0% |
| 3Y | +17.0% | +149.1% | -132.1% | -6.1% |
| 5Y | -63.5% | +146.2% | -209.7% | -72.8% |
| 10Y | +30.5% | +1,921.2% | -1,890.7% | -22.3% |
| All | +50.1% | +3,164.2% | -3,114.1% | -13.7% |
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