+70.3%
JEPQ vs AEHR
+88.1%
-17.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | -0.2% | +9.8% | -9.9% | -0.8% |
| 30D | +0.8% | -26.7% | +27.5% | +2.5% |
| 3M | +4.0% | -8.1% | +12.1% | +2.9% |
| 6M | +10.4% | +123.1% | -112.7% | +1.7% |
| YTD | +11.4% | +369.0% | -357.6% | -2.8% |
| 1Y | +18.9% | +256.4% | -237.5% | +4.7% |
| 3Y | +70.3% | +96.4% | -26.1% | +44.0% |
| All | +70.3% | +88.1% | -17.8% | +44.0% |
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